Geek to Wealth - Page 5
Gamification in Financial Education: Making Learning Fun and Effective
Gamification in financial education turns budgeting and saving into engaging, game-like experiences that boost motivation, improve financial literacy, and lead to real behavior change - backed by science and used by millions.
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ESG Portfolios in Robo-Advisors: How Values-Based Automation Works Today
ESG robo-advisors let you invest with your values using automated, low-cost portfolios. Learn how they work, who uses them, and whether they deliver real impact without sacrificing returns.
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Flat Fee Financial Planning: How Project-Based Pricing Works for Clients and Advisors
Flat fee financial planning lets you pay a fixed price for specific financial projects-like retirement or college planning-instead of a percentage of your assets. It’s transparent, fair, and growing fast.
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Comparing Tax-Loss Harvesting Thresholds Across Robo Platforms
Learn how tax-loss harvesting thresholds vary between top robo-advisors like Betterment, Wealthfront, and Schwab-and which platform gives you the most tax savings based on your portfolio size and market conditions.
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Cash as a Strategic Asset: Why Keeping Dry Powder Is the Smartest Move in Today’s Market
Dry powder-cash held for strategic investments-isn't just safety. It's a powerful tool to buy assets at deep discounts during market crashes. Learn how top investors use it to outperform, and why holding cash is smarter than ever.
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Why You Keep Holding Losing Investments: Hope Bias and Sunk Costs Explained
Why do investors hold losing stocks too long? It's not about the market-it's about hope bias and the sunk cost fallacy. Learn how your brain tricks you and what to do instead.
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