Welcome to UNBROKE – Financial Literacy From a Financial Planner

    Should I Invest Right Now infographic

    Should I Invest Right Now? History Suggests an Answer

    400 300 Charles Weeks

    Should you invest right now? Talk about a tough question. There is no one correct answer to the question of when to invest in the market…

    How to Become a Certified Financial Planner (CFP)

    408 417 Charles Weeks

    So you are interested in becoming a Certified Financial Planner™ or CFP®? Good because that is exactly what I am going to talk to you…

    Bull and Bear Market Historic Facts [infographic]

    Bull Markets Are Stronger But Investors Still Fear the Bear

    400 300 Charles Weeks

    Bull markets and bear markets can be good or bad depending on how you have positioned your investment portfolio. For most investors, bull markets are…

    Dividend Reinvestment and the Power of Compounding [Infographic]

    Dividend Reinvestment and the Power of Compounding

    400 300 Charles Weeks

    Dividend reinvestment plays a huge part of the total return you will receive as an investor. As you can see from the example shown here,…

    Budgets Reveal What You Value... Learning from Legends, Joe Biden

    Joe Biden: Budgets Reveal What You Value… Learning from Legends

    400 300 Charles Weeks

    Budgets are tough to put together and even tougher to follow. When you work on your budget, I would ask you to step back and…

    3rd Quarter 2017 Asset Class Returns... Get UNBROKE

    3rd Quarter 2017 Asset Class Returns

    400 300 Charles Weeks

    Third quarter asset class returns are in and overall most assets had a positive quarter. As always there were winners like the Brazil equity index…

    Before Taking on Debt, Consider Your Future Self... Learning from Legends, Nathan Morris

    Nathan Morris: Before Taking on Debt, Consider Your Future Self… Learning from Legends

    400 300 Charles Weeks

    Debt can be good or bad, so this quote from Nathan Morris really only pertains to bad debt. I wanted to share this because I…

    Duration bond value and interest rates [infographic]

    Understanding Interest Rates and Bond Duration

    400 300 Charles Weeks

    Duration doesn’t sound important, but if you are a bond investor it is extremely helpful. A bond or bond portfolio duration will give you an…

    When to Claim Social Security May Depend on Life Expectancy... Get UNBROKE

    When to Claim Social Security May Depend on Life Expectancy

    400 300 Charles Weeks

    Claiming Social Security is an important part of retirement/financial planning, especially the when part. I am not going to write about all of the nuances…

    Charles Dickens on Financial Planning... Learning from Legends

    Charles Dickens on Financial Planning… Learning from Legends

    400 300 Charles Weeks

    Financial planning advice from Charles Dickens may sound complicated at first, but it really is pretty simple: Spend less than you make and you will…