INSIGHTS

Principles and Insights

This resource brings together evidence-based strategies for effective, long-term investing. Each page distills key concepts that can help investors make disciplined, informed decisions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Investment Strategy
Tax Optimization

Make the most of your tax-advantaged accounts

Trying to match asset allocation across each of your account often ignores each account’s tax benefits, reducing growth potential and leading to unnecessary taxes and inefficiency.
Advisor best practices

Are you ready to drop your financial advisor?

Deciding how to manage your money might be one of the most important financial choices you'll make. This article looks at each option to help you make an informed decision and take confident control of your financial future.
Advisor best practices

Building an asset allocation strategy that actually fits you

Learn how to move beyond 100% S&P 500 investing with a systematic framework for evaluating thousands of asset allocation strategies. Find approaches that match your risk profile and goals.
Investment Strategy

Monitor allocations across accounts and brokerages

Juggling multiple 401(k)s, IRAs, and brokerage accounts is a pain, and using Excel for asset allocation gets overwhelming as your portfolio grows. Here’s a better way to rethink this challenge.
Investment Strategy

Handling index fund overlaps

Pure play funds index funds (mutual funds or ETFs) are often misunderstood, as their holdings frequently extend beyond their stated focus. This article discuss how to handle this nuance
Investment Strategy

Advanced rebalancing techniques

Traditional portfolio rebalancing can feel like a chore. This approach can lead to 2 major faults. Here we dig into each and how advanced techniques can lead to differentiated results
No Insights Found
Try refining your search or adjusting filters to discover relevant insights.

Pro tools.
DIY power.
Anywhere. Anytime.

Stay hands-off, but in control—powerful investing, no spreadsheet headaches.

Download on the
App Store
Android
Join the Waitlist
Company
About UsCRS FormDisclosures
Product
Product OverviewPricingDownload AppSupportMigrating to Enrich
Resources
Principles and InsightsFree Portfolio Analysis Tool
Our mission is to give you, the passive DIY investor, the tools for smart financial control. We don't trade for you - we help you decide. We adhere to applicable regulatory standards of security, accountability, and transparency.
© 2025 Enrich Finance, LLC. All rights reserved
Enrich Finance, LLC is an investment adviser registered with the SEC. Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
‍
2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation

Join Android Waitlist

Sign up to be notified as soon as Enrich becomes available on Android. Don’t miss early access to smart rebalancing, portfolio insights, and personalized investment.

You're On the Waitlist

You’ll be notified as soon as Enrich is available on Android. Get ready to access smart rebalancing, portfolio insights, and personalized investment tools.
Oops! Something went wrong while submitting the form.