Blog

Investing 101: The Beginner's Recipe

This Investing 101 post is designed to help you understand the building blocks of investing, from core terms to common strategies, so you can make informed decisions and feel more in control of your financial future.

Casey Bettencourt, CFP® | December 20, 2025

Your Beginner’s Guide to Stocks, ETFs, and Mutual Funds

This beginner’s guide explains the core investment tools that shape the market. Get a clear understanding of stocks, ETFs, and mutual funds so you can make smarter financial decisions.

Casey Bettencourt, CFP® | December 9, 2025

Compound Interest: How to Make Your Money Work So You Don't Have To

If you want to build meaningful, long-term wealth, compounding is the engine that gets you there. The sooner you start, and the more intentionally you use it, the more powerful it becomes.

Casey Bettencourt, CFP® | November 24, 2025

The Roth IRA Made Simple: What It Is and Why You Should Care

If you’ve ever heard someone mention a “Roth IRA” and immediately zoned out, you’re not alone. Retirement accounts can sound intimidating, filled with numbers, rules, and jargon. But here’s the truth: understanding Roth IRAs can be life-changing for your financial future, especially if you’re in the early stages of your career.

Casey Bettencourt, CFP® | November 4, 2025

The Confidence Dividend: Women, Wealth, and What School Skipped

Women are poised to control nearly two-thirds of U.S. wealth by 2030, yet the literacy and confidence gaps persist. I break down the stats, the stakes, and why our money education still misses the mark.

Casey Bettencourt, CFP® | October 30, 2025