Here’s what most people get wrong about building wealth: they think it requires luck, special connections, or secret knowledge only the already-rich possess. The truth? Wealth-building is a skill you…
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Don’t Ask If the 60/40 Portfolio Is Dead. There’s a Better Question – and a Better Way to Invest

Every few years, financial media serves up the same clickbait headline: “The 60/40 portfolio is dead!” As the founder of BYH, I’ve been watching this cycle since I entered the…
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What is a Beneficiary? A Starter Guide to Smarter Protection Planning

What Is a Beneficiary? Your Essential Guide When you opened your first retirement account, you probably didn’t lose sleep over understanding what is a beneficiary, or who you should name…
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Boston Financial Advisor for Buying a Home: How to Determine What to Spend

Looking to buy a new home? Before you start browsing Zillow, take in some tips from a financial advisor for buying a home. Most people never bother to calculate the…
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How to Be Financially Successful: 3 Things Wealthy People Do Differently Than Everyone Else
Key Takeaways to Help You Be Financially Successful Financial success requires practical, tangible steps – but your mindset matters, too. Being proactive and looking for opportunities to better your positioning…
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How to Protect Investments from Stock Market Crash: Using Data, Keeping Perspective, and Playing the Long-Game
Wild swings in equities have you wondering how to protect investments from a stock market crash? April 2025 has been an absolutely crazy (and stressful!) ride for the stock market….
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Is Your Investment Portfolio at Risk? 3 Ways You Might Take Too Much—or Too Little
When it comes to investing, many people look at risk and immediately think, “that’s bad!” They view risk as something to avoid or reduce. To a point, that’s correct; we…
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How to Better Manage Money with Just Two Simple Rules of Thumb
Personal finance doesn’t need to be overly complicated. Yes, the complexity in your financial life will increase as you build assets and grow wealth—but don’t confuse complex for overly elaborate…
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Your Ultimate Guide for How Much to Save Each Year
Here’s our 4-step framework to help you hone in on a savings rate that’s right for you. Most people know the importance of “saving money.” And yet, countless things get…
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