HappyNest, Author at Happy Nest

Introducing Loose Change

Posted on November 29, 2021June 2, 2023 by HappyNest

We’re excited to share some big news with you! Here at HappyNest, we want to help you achieve your financial goals. That’s why we have developed Loose Change, a tool designed to help you build your nest egg consistently and organically with your day-to-day purchases. We know it can be hard...

HappyNest is an alternative way to ‘invest in what you know’

Posted on November 14, 2021June 2, 2023 by HappyNest

Peter Lynch, a multi-hundred millionaire investor and Fidelity investment manager, has been vocal about his leading investment philosophy: Invest in what you know. Many investors look up to Warren Buffet. He is widely considered one of the greatest investors of all time. He echos Lynch's sentiment:...

Saving vs. investing: Which should you be prioritizing?

Posted on November 9, 2021 by HappyNest

Saving vs. investing – the age old question. Which makes more sense for your long-term financial future? Both saving and investing come with their own risk-reward profiles, and the best strategy varies from person to person. Sometimes, it makes sense to change course due to the changing external...

How Real Estate Investing Complements Dividend Investing

Posted on August 19, 2021 by HappyNest

Investors can gain exposure to real estate by purchasing securities in the public markets such as stocks, bonds, exchange-traded funds, or similar vehicles. One way to do this is by buying Real Estate Investment Trusts, or REITs. One way to diversify in real estate is to own property. In this article,...

5 financial hacks we wish they taught us in school

Posted on July 27, 2021June 2, 2023 by HappyNest

Hey, teacher – leave those kids alone. Or at the very least, maybe teach them something that will be useful in the real world? Financial hacks to keep them out of a lifetime of living paycheck to paycheck and debt might be a good place to start. One thing an overwhelming amount of Americans...

7 advantages REITs have over owning investment properties

Posted on July 21, 2021June 2, 2023 by HappyNest

The advantages of REITs greatly outweigh those of owning investment properties. Own an investment property, collect rent on it, let your equity stake appreciate over time, be someone’s landlord (‘landlord’ has a royal ring to it, doesn’t it?) – it all sounds great – on paper. But...

Meanwhile, back on Earth, Jeff Bezos wants to be your landlord

Posted on July 11, 2021June 2, 2023 by HappyNest

Jeff Bezos just can’t get enough. The king of e-commerce has partnered with Salesforce CEO Marc Benioff in the Space Race. There is formidable competition. Virgin Galactic founder Richard Branson, already a legend in air travel, has his own space ambitions, as does Tesla Founder and CEO, Elon...

3 reasons why private REITs are strategic hedges against volatility

Posted on June 18, 2021June 2, 2023 by HappyNest

Despite the wild ride investors of all kinds have been on this year, their portfolios were almost certainly hit with volatility. Change is afoot; uncertainty lingers. Long-standing investment wisdom holds that markets do not like uncertainty. The best we can do to manage risk under murky conditions...

Inflation is coming – how will it impact the real estate market?

Posted on June 18, 2021June 2, 2023 by HappyNest

There’s little doubt inflation is coming. By some measurements, it’s already here. The question is: How do you proactively hedge your portfolio against this value crusher? If history is any guide, private real estate is the heavyweight champion of inflation hedging compared to alternative investments. To...

Study finds money can buy happiness after all – but it’s getting more expensive

Posted on May 18, 2021June 2, 2023 by HappyNest

What is the relationship between money and happiness? There’s an oft-quoted 2010 study which found that reported levels of happiness started to taper off once a $75,000 salary had been reached. In other words, while higher income levels still reported higher levels of happiness, the degree of...

Author: HappyNest