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Saturday, April 12, 2025

Market Volatility: Due to recent volatility in the financial markets, before you make changes to your retirement account, it's important for you to review your retirement strategy and how it relates to your risk tolerance, time horizon until retirement and your savings goals before making any changes. Your retirement account should be viewed as a long-term savings and investment strategy, so decisions should be considered carefully. Read more

The Invest Well Challenge

A six-part series designed to help you get good at money, so you can be a little bad. 

Investing well isn’t just about setting yourself up for a comfy retirement — it’s getting the bills paid, enjoying small indulgences like that $7 coffee, pursuing a passion project, and having the confidence to splurge on a luxury vacation. After all, haven’t you earned it?

If you’re looking to level up your finances and enjoy your money, take The CurrencyTM’s Invest Well Challenge to boost your investing know-how in areas like:

  • Investing in the stock market
  • Building a diversified, tax-efficient portfolio
  • Putting a number on retirement readiness
  • Unlocking ways to splurge on life’s best moments

How it works: Each week, you’ll get access to an investing lesson and hands-on exercise to help you invest well on your way to financial happiness. Empower financial professionals share how to:

Week 1: Go for your goals

Week 2: Identify your risk tolerance

Week 3: Choose your investments

Week 4: Calculate your retirement number

Week 5: Build a tax-efficient portfolio

Week 6: Live a little

Subscribe to The Currency newsletter to receive each week’s challenge straight to your inbox, starting April 3, 2025, or dive in below.

Take the challenge

Week 1: Go for your goals

Week 2: Identify your risk tolerance

Week 3: Choose your investments

Week 4: Calculate your retirement number

Week 5: Tax-efficient investing

Week 6: Live a little

Get financially happy

Put your money to work for life and play