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2023 Wealth Wrap: 3 Financial Housekeeping Tips to Consider to Close the Year Strong!
Before we dive into our last post for 2023, I'd like to take a moment to thank you for your readership, feedback, and support this year!...
wealthonthe7
Dec 25, 20235 min read
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Back to the FUND-amentals: Comparing Mutual Funds, Index Funds, and ETFs
We couldn't start this week's WealthOnThe7 without some wordplay: Let's go back to the FUND-amentals. When it comes to asset...
wealthonthe7
Dec 5, 20233 min read
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Dollar Cost Averaging (DCA) Explained
Let's set the scene. Imagine you finally decided on a broker (e.g. Fidelity, Schwab, M1 Finance, etc.) for your investment goals -...
wealthonthe7
Oct 8, 20234 min read
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A Random Walk Down el Mercadito
When I was a kid in Ecuador, my mom used to take me to a fruit and vegetable market in the town plaza - el mercadito. Eagerly, I would...
wealthonthe7
Mar 14, 20234 min read
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Let's Keep Our Options Open ...
As the holiday season approaches, you might find yourself window shopping more than usual. When you come across that beautiful red dress...
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Dec 11, 20227 min read
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