Holberg Financial Blog

"Reflections from HF's Summer Intern" By Vivian Liu.

Posted by holbergfinancial on August 15, 2016

Hello! Guest writer here. My name is Vivian, and I spent this summer interning at Holberg Financial. I’ll be starting my second year of college at the University of Chicago this fall. As my first internship draws to a close, I’ve spent some time in reflection.

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Topics: Credit, Credit Report, Credit Score, Education, ETFs, Financial Fun Facts, Learning, Mutual Funds, Retirement, Savings, Spending, Vision, Goals, Dreams, Wealth

If Forbes wants to know, shouldn't you?

Posted by holbergfinancial on May 2, 2016

Recently, Forbes was looking for an answer to an incredibly important question that millions of millennials/young adults are asking as well.

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Topics: ETFs, Forbes, Investing, IRA, Retirement, Stock Market, Taxes, technology

Be A Tortoise. How To Invest Your First $1,000

Posted by holbergfinancial on January 13, 2016

I was writing an article for recent college graduates about "dipping your toes in investing" and reminded me that, while the steps are conquerable, investing your first $1,000 takes some impetus and some knowledge. Hopefully, the break down below gives you just enough of both.

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Topics: 401K, ETFs, financial tools, Investing, IRA, Mutual Funds, Retirement, Robo-Advisors, Taxes, Wealth

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