Tag: investment

a person holding up a cell phone with a stock chart on it; sep ira vs roth ira

Finance Self Employed Taxes

SEP IRA vs Roth IRA: Which Is Better for the Self-Employed?

You had a strong year freelancing, your accountant mentioned you should save…

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By Mike Allerson June 24, 2026

person holding silver iPhone 6; investment apps for beginners

Advisor Finance

6 Popular Free Investment Apps for Self-Employed Beginners in 2026

A few years into running my own business, I realized cash sitting…

By Johnson Stiles June 18, 2026

Miniature person sitting on stack of coins reading newspaper; start investing

How to Start Investing: A Simple Guide for the Self-Employed

When I started setting money aside from freelance income, the hard part…

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By Mike Allerson September 11, 2026

Calculator, magnifying glass, and chart with gears on paper.; ESG Data Streams

Harmonizing ESG Data Streams into Core Investment Decisioning

As we move through 2026, the "ESG debate" has largely been settled…

By Renee Johnson January 23, 2026