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January 2017

crm2 portfolio light peek

ETFs

It’s time you knew how you’re doing

Clear portfolio reports are coming. But will clarity protect investors from dumb mistakes?

It’s time you knew how you’re doing
financial goals

Financial Planning

Making it all work

Strategies to help juggle savings plans and a mortgage

Making it all work
champagne glasses

Home and Décor

Are these glasses really ‘unbreakable’?

Watch us try to smash them

Are these glasses really ‘unbreakable’?
financial planning

Financial Planning

Flex your money muscles

We took 3 money messes & guided them throughout 2016 to turn them into money masters. Here’s what they...

Flex your money muscles

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financial priorities

Financial Planning

Wrestling through competing priorities

Working with your spouse to achieve goals really works

Wrestling through competing priorities

Financial Planning

Learning the budget basics

How to pay for today and still be able to save for tomorrow.

Learning the budget basics
couch potato portfolio

Index Funds

3 ways to build a Couch Potato portfolio

The Couch has changed over the years and so have our recommendations. Here are 3 new options

3 ways to build a Couch Potato portfolio
small-cap couch

ETFs

There’s money in your couch

Our Couch Potato guide offers 3 low-fee, no-fuss ways to get rich. Find the right one for you—and watch...

There’s money in your couch

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couch potato investing

Index Funds

Robo-advisors vs. Couch Potato investing

If you don't have a big enough portfolio to justify going to an advisor, but you still don't want...

Robo-advisors vs. Couch Potato investing

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