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BetterWealth Blog

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Protect Yourself Online, Learn From My Mistake

As a Registered Investment Advisor, BetterWealth has a duty to diligently protect our clients’ privacy and guard against identity theft. We are committed to keeping your information secure. While we take many internal measures to protect your information, there are also measures you can take to help protect yourself and your financial accounts. There are really three levels of security working on your side: our measures, your custodian’s efforts, and regulations set for the industry. Here’s a quick look at each:

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Building Wealth: What To Do Now That You Have a Budget

Imagine a magician transforming data into a road map to rich treasures. But this isn’t buried treasure. It’s wealth that you’ll create through hard work, discipline, and healthy money habits, along with smart investing. Here are some steps to take so that you know you’re on the right path to building that wealth.

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Top Four Ways to Avoid the Performance Trap

A financial advisor can create a plan tailored to your personal financial needs while helping you stay disciplined so that you can reach your goals – and avoid getting caught up in the performance trap.

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Four Downsides of the Performance Trap

It sounds crazy. I know. A financial advisor telling you that performance doesn’t matter. But in terms of understanding what you can and can’t control and what will really help you reach your financial goals, focusing on your portfolio performance is actually a trap…and a really good one. Let me explain.

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Proactive Financial Planning

In a football game, no one wants to be down by two or three touchdowns at half time. That would mean you need to be absolutely perfect the rest of the game, avoiding mistakes and working that much harder than the other team to play catch up all the way!

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