Helpful articles to educate, inspire and empower you on your financial planning journey.
Is Your 'Diversified' Index Fund Actually Diversified? (Or are you taking a big bet on AI?)
Markets are up across the board in 2026, and your portfolio is benefiting. U.S. stocks are more expensive than usual, but perhaps not at crisis levels. International markets are still looking attractive. AI is real and the companies driving it are exceptional, but a third of the S&P 500 is concentrated in just seven stocks, which is why we deliberately own those companies in a more balanced way. Your big takeaway: Tailored’s diversified model portfolios are positioned thoughtfully to perform through all different kinds of market environments.
Investing & Living your Values: Can you do both at once?
If you care about important issues like climate change, human rights, equity and fair pay (to name a few), there are still ways to invest your money that are more aligned with your personal values.
Why Compound Interest is the 8th Wonder of the World
Albert Einstein called compound interest the 8th Wonder of the World. Go on a math journey of discovery to figure out how to use this power for good.