Nick Lemus, CFA, CFP

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Nick Lemus, CFA, CFP Financial Planner sharing my ideas on building wealth

26/09/2026

Weekly Market Wrap for 9/25

22/09/2026

My take on the AI trade

21/09/2026

How to approach choosing 401k investments

20/09/2026

How to best rebalance a portfolio

18/09/2026

The weekly market wrap!

17/09/2026

4 levels of savings options

16/09/2026
14/09/2026

How to contribute to a Roth IRA even if you have a massive income

12/09/2026

All you need to know for the markets for the week ended Friday 9/11

09/09/2026

A donor advised fund is a powerful tax saving tool

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