Holberg Financial Blog

Dow(n) or Up? What 20,000 Actually Means

Posted by holbergfinancial on January 25, 2017

One of the largest and most tracked indexes in the entire world just smashed a major, life-altering, massive, tremendous huge milestone: the Dow passed 20,000 for the first time ever!

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Topics: Dow Jones, Index Funds, Investing, Retirement, Stock Market, Stocks, Wealth

"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

Ahhh! My Net Worth Is Negative?? (and why it's ok)

Posted by holbergfinancial on August 10, 2016

When was the last time you woke up and thought, "why is my net worth negative?" Chances are: never. But if you're in your 20's or early 30's, chances are, your net worth is negative (or barely making it to zero).

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Topics: Debt, Income, Savings, Vision, Goals, Dreams, Wealth

3 Tips to Having Your Cake and Eating it Too

Posted by holbergfinancial on May 4, 2016
How can you do more now to have more later? Can you really have your cake and eat it too? At Holberg Financial, we think the answer is yes. There are several things that millennials (we work almost exclusively with 22 - 35 year olds) can do and  should do now in order to have more later.
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Topics: Debt, Financial Fun Facts, Investing, IRA, Retirement, Savings, Taxes, Vision, Goals, Dreams, Wealth

Dear Women: Life is like (women's) soccer.

Posted by holbergfinancial on April 6, 2016

Controversy.

That's the position of United States Soccer in the past week

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Topics: Equality, Financial Fun Facts, Income, Social Justice, Vision, Goals, Dreams, Wages, Wealth

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

Sharing Economy 101 - Get More In 2016 (Part 6 of the 12 Days of Christmas Series)

Posted by holbergfinancial on January 5, 2016

Why not get creative this New Year?

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Topics: Financial Fun Facts, Income, Savings, sharing economy, Wealth

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