Your Guide to Saving in December (Without Missing the Fun)

Your Guide to Saving in December (Without Missing the Fun)

The pressure to spend in December is real. Between family obligations, social events, and end-of-year celebrations, expenses pile up fast. Research consistently shows that January is a period of significant financial stress for many people, often described as the "January squeeze." This stress is primarily attributed to heightened spending during the Christmas holidays.

Meet Joel Mubiru

Meet Joel Mubiru

In this staff spotlight, we sit down with Joel Mubiru, our Operations Analyst at...

Market in Minutes

Market in Minutes

Get up to date with all the latest shifts in the market in under a minute...

Budgeting 101

Budgeting 101

There aren’t many tools at your disposal that will help you manage your finances...

Discovering Your Goals

Discovering Your Goals

The secret sauce to separating your dreams and turning them into goals is evalua...

Thoughts on Cipla IPO

Thoughts on Cipla IPO

Several clients have asked us for thoughts on Cipla’s Initial Public Offer (IPO)...