Arrow Investment Education

Financial planning and investing insights

Jesse Carlucci Jesse Carlucci

Financial Freedom Quotes

This list of financial freedom quotes will help inspire you to become serious about money, invest wisely, and begin your journey to wealth and independence.

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What is the "September Effect"?

The term "September Effect" refers to the historical tendency for the stock market, particularly the S&P 500 index, to perform poorly during the month of September.

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Financial Literacy for Kids

There is certainly a disconnect between what is taught to kids (and teenagers) about finance, and what skills they need navigating insurance, investments, budgeting, work benefits and other real-world topics.

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Financial Planning for Couples

Financial planning plays a critical role in maintaining a healthy and harmonious relationship. However, it's no secret that money matters can often become a source of disagreement and tension for couples.

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Artificial intelligence (AI) Stocks

I considering artificial intelligence to be a piece of the “investing in innovation” category, where new technology…(is) poised to create entire new sectors of financial growth in the coming years.

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New Year Financial Goals

Therefore, it’s important to carefully consider your financial goals for 2023 and how they relate to your personal situation. Success means different things to different people.

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The picnic basket analogy of investing

Understanding your investment baskets and putting the investment items in the right order is a critical part of saving for retirement and growing your wealth for the future.

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Rollover 401(k) to IRA

For most people, benefits include greater control of the assets, consolidation of accounts, availability of a wider range of better and cheaper funds, lower fees, and more flexibility.

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Bear Market History

A “bear market” is defined as a 20% drop in investment prices from some recent high. For example, the Dow Jones Industrial Average or NASDAQ can individually be in a bear market, though the term is often used to refer to the market as a whole.

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Are we in a recession?

There are two separate ways to define a recession in the U.S. The first is informal and widely used by the media, but not by professional economists or financial professionals. It is defined by two successive quarters of negative GDP growth.

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