Holberg Financial Blog

How You Are Losing Your Retirement Savings - Especially if You're a Teacher.

Posted by holbergfinancial on November 4, 2016

Recently, the New York Times published an article ominously titled: Think Your Retirement Plan Is Bad? Talk to a Teacher.

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Topics: commission, ETF, fees, Investing, Mutual Funds, Retirement, Savings, Tips and Tricks

"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

Dow(n) Again! An Addendum to Chicken Little

Posted by holbergfinancial on January 20, 2016

Since the overall market was Dow(n) again today, we felt this post a fitting follow up.

Yesterday's post impressed upon the importance of remaining calm, patient, and rational during a stock market dip. Our tragicomic Chicken Little showed us that we shouldn't rush to act without complete information, nor should we blow things out of proportion lest bad things happen.

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Topics: Bonds, Dow Jones, Index Funds, Investing, Mutual Funds, Stock Market, Stocks

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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