Ask Wellthi: Should I Swap My Schwab Funds for Vanguard?

Questions, questions, questions! Wellthi GPT has answers. Reddit user /u/Wichertj wants to know if swapping out index funds is a good idea: “ It just dawned on me that I can buy non Charles Schwab funds in my Charles Schwab Roth IRA. Currently I own some SWTSX and SWISX (international). I looked at the free […]

S.O.S! Your 401k Is Having a Wardrobe Malfunction – Here’s How To Dress for Retirement Success In a Rocky Market

Honey, your 401k is calling, and it’s in need of a makeover!👠 Just as you would never dream of wearing last season’s fashions with mismatched accessories, you absolutely cannot afford to have your retirement savings out of vogue. There’s $9 trillion adorning the closets of over 100 million Americans in the U.S. 401k retirement plan […]

How the Fed’s Latest Move May Impact Your Mortgage

As summer days approach, we’re all primed to flaunt our freshly chosen swimwear and chic sandals à la Rihanna, Gigi Hadid, and Jennifer Lawrence. But it’s not just our wardrobes that demand a seasonal shift; our finances crave a refresh too. With a changing financial landscape, it’s time to rethink our money moves, particularly for […]

Master the Market with Friends: The Wellthi Way Inspired by Warren Buffett

Hello my savvy friend! Let’s dive into some recent financial headlines, make sense of them, and see how we can apply them in our personal finance journey using our helpful tool, Wellthi. Jim Cramer, CNBC’s market guru, recently shared his insights about the ongoing market rally, particularly outside of tech, and its implications for investors. […]