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Financial Goals

Using Risland Capital goals, setting goals, financial planning for goals

Redesigning How You Manage Your Finances at Risland Capital

Redesigning How You Manage Your Finances at Risland Capital

Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.

Diversification: Winning the War by Losing Battles

Diversification: Winning the War by Losing Battles

Diversification involves knowingly accepting some individual losses in order to gain long-term returns.

What to Do When You’re Itching to Invest in Bitcoin

What to Do When You’re Itching to Invest in Bitcoin

Cryptocurrencies like Bitcoin and Ethereum are hot. We have some thoughts on how to responsibly scratch your "crypto-itch."

Recent Articles
How to Compare Socially Responsible Investing Solutions

How to Compare Socially Responsible Investing Solutions

Socially responsible investing is a way to invest in line with your values while still aiming to achieve your investment goals.

The Economy’s Performance vs. the Stock Market’s Outcomes

The Economy’s Performance vs. the Stock Market’s Outcomes

What the economy is doing today tells you very little about what the stock market might do tomorrow.

Investors Lose Out When Advisors Use Soft Dollars

Investors Lose Out When Advisors Use Soft Dollars

Often called “the investment industry’s answer to frequent-flyer miles,” soft dollar transactions allow managers to get luxury services, while investors foot the bill.

How Disciplined Will You Be in the Next Downturn?

How Disciplined Will You Be in the Next Downturn?

Every investor should have a fire-drilled plan for the next market drop because anticipating your own behavior is part of what makes you a better investor.

Questions You’re Asking Our Financial Advisors

Questions You’re Asking Our Financial Advisors

Since the launch of Risland Capital’s messaging feature, which connects customers to our licensed financial professional, we’ve seen dozens of amazing questions come in.

How the State You Live in Affects Your College Savings Strategy

How the State You Live in Affects Your College Savings Strategy

Because states offer different incentives for college savings, your state of residence can play a large role in how you prioritize different savings opportunities. Tools like 529 savings plans, state tax credits, and matching savings programs vary by state, creating a checkerboard of different savings opportunities.

Conflicts of Interest Can Be Buried Deep In Your Investing Choices

Conflicts of Interest Can Be Buried Deep In Your Investing Choices

Re-examining how and where your money is invested can reveal misalignments between your interests—and an intermediary’s profits.

How to Adjust Your Investments During Market Highs

How to Adjust Your Investments During Market Highs

Nervous about the stock market being at record highs? Instead of making short-sighted knee-jerk decisions, consider these five investing actions instead.

5 Investing Tips for Year-Round Tax Planning

5 Investing Tips for Year-Round Tax Planning

Reducing taxes means you keep more of what you earn. While you can't control the stock market, you can control some of your taxes. Knowing how your investments affect your tax bill can help you save money not just on April 15th, but for years to come.

The Investment Strategy that Could Get You to Mars

The Investment Strategy that Could Get You to Mars

The privatization of space travel—and the ambition of Elon Musk—means that Mars colonization might be closer than you think. If we’re to believe recent statements on cost, it is a surprisingly accessible goal with the right long-term saving strategy.

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