Videos, Blog Posts and Resources | Open World Financial Life Planning

Check out our latest videos, blog posts and educational resources on all things related to financial planning, investment management, and more!

Why Do Bonds Matter?

September 17, 2020

Ian covers why bonds matter in an investing portfolio. Why not just invest all in on stocks? Hint: The answer has to…

How To Evaluate a Mutual Fund

September 10, 2020

How To Evaluate a Mutual Fund: Ian walks through three basic criteria that he uses when he’s evaluating a mutual fund quickly….

Which Account Type Should You Use?

September 3, 2020

Which Account Type Should You Use?: Last week Ian covered How To Get Started Investing, so this week he’s talking through account…

The Steps To Begin Investing

August 27, 2020

The Steps to Begin Investing: Ian walks through the basic steps to start investing well. Start saving emergency funds, contribute to an…

Two Year Anniversary!

August 20, 2020

TRANSCRIPT: What’s up internet? My name is Ian Bloom. Welcome to Open World Financial Life Planning’s second year anniversary video. I am…

Journey Home (Blog Post)

August 13, 2020

TRANSCRIPT: The sound of my FR-S’s engine is the only noise that permeates the stillness of the tranquil mountainside. My hand hangs…

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