Investing, Saving for Retirement
Daniel Patterson
Where to Save Money First?

Many of us want to save and invest more, but with so many options available to us, such as our 401(k)s at work, IRAs, ESPPs, 457(b) plans, etc., it can sometimes be hard to figure out the order of where to save money first. If you can relate to this, then this blog is for you…

Where to Save Money First?
General Finance, Investing
Daniel Patterson
25 All-Time Great Books for Your Summer Reading ...

In honor of it almost being summer time, I decided to compile a list of the 25 all-time great investment/financial planning/business related books that I’ve read over the years. There should be something for about everyone on this list.

25 All-Time Great Books for Your Summer Reading List (2020)
General Finance
Daniel Patterson
4 Financial Items to Review While in Quarantine

If you’re anything like me, social distancing is beginning to make you a little stir crazy. While we’re waiting for this coronavirus to calm down and everything to go back to normal, here are three financial items that would be helpful for you to review while you’re stuck inside…

4 Financial Items to Review While in Quarantine
Investing, Saving for Retirement
Daniel Patterson
What is an ETF?

Exchange Traded funds (ETFs) have become an increasingly popular investment option over the last couple of decades. There is now over $4 trillion worth of assets that are invested in ETFs worldwide. The largest and oldest ETF, the SPDR S&P 500 (SPY) has nearly $237 billion in assets and is consistently one of the most highly traded securities in U.S. exchanges. In spite of this, I’ve found that many investors are still kind of confused on what exactly an ETF is. Many times, they’ve heard about them, but are still kind of fuzzy on the details of how they work…

What is an ETF?
Investing, Employer Benefits
Daniel Patterson
Should I Contribute to a Roth 401(k) or a ...

If your company provides both a Roth 401(k) and a Traditional 401 (k) option to you at work, which one should you contribute to? I know most of you would prefer a clear-cut, definitive answer, but unfortunately it’s not quite that easy or straightforward. Rather, the right choice can vary greatly from person to person and depends heavily on the particulars of your personal financial situation….

Should I Contribute to a Roth 401(k) or a Traditional 401(k)?
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Frothy Finance Friday - Episode 6 - Dark Ales and Disability Income Insurance

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It’s Frothy Finance Friday everyone! Come grab a beer with me every Friday in this virtual happy hour.

Today’s topic: (Strong Belgian) Dark Ales and Disability Income Insurance.

Sign up for SFP's Monthly Newsletter to stay up to date on all of our blog posts and videos, and also to gain access to our free budgeting tool.

Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.

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Frothy Finance Friday - Episode 4 - IPAs and Investing 101: Active vs Passive Investing

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It’s Frothy Finance Friday everyone! Come grab a beer with me every Friday in this virtual happy hour.

This week’s topic: IPAs and Investing 101: Active vs Passive Investing

Note: this one is from last Friday, once again had some uploading issues, hence the delay in publishing.

4 Financial Items to Review While in Quarantine

4 Financial Items to Review While in Quarantine

If you’re anything like me, social distancing is beginning to make you a little stir crazy. While we’re waiting for this coronavirus to calm down and everything to go back to normal, here are three financial items that would be helpful for you to review while you’re stuck inside…

,

What is an ETF?

,
What is an ETF?

Exchange Traded funds (ETFs) have become an increasingly popular investment option over the last couple of decades. There is now over $4 trillion worth of assets that are invested in ETFs worldwide. The largest and oldest ETF, the SPDR S&P 500 (SPY) has nearly $237 billion in assets and is consistently one of the most highly traded securities in U.S. exchanges. In spite of this, I’ve found that many investors are still kind of confused on what exactly an ETF is. Many times, they’ve heard about them, but are still kind of fuzzy on the details of how they work…

,

Should I Contribute to a Roth 401(k) or a Traditional 401(k)?

,
Should I Contribute to a Roth 401(k) or a Traditional 401(k)?

If your company provides both a Roth 401(k) and a Traditional 401 (k) option to you at work, which one should you contribute to? I know most of you would prefer a clear-cut, definitive answer, but unfortunately it’s not quite that easy or straightforward. Rather, the right choice can vary greatly from person to person and depends heavily on the particulars of your personal financial situation….

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The CoronaVirus and the Stock Market

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The CoronaVirus and the Stock Market

Over the last few weeks, we’ve seen the Coronavirus cause major disruptions to our way of life here in America and around the world.

In the sporting world, the NBA and NHL have suspended their seasons, the NCAA has cancelled its basketball tournament and has indefinitely suspended or cancelled all other spring sports, Major League Baseball has postponed the start of Spring Training, and the PGA cancelled the Players championship and has announced an indefinite postponement of the Masters.

Cities across the country are cancelling schools, limiting the number of people that are allowed to congregate in one place, and are encouraging employees to work remotely from home if at all possible…

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Connect with SFP:

Daniel Patterson, CFP
Sweetgrass Financial Planning
daniel@sweetgrassfp.com
(843) 608-0231