Tag Mutual Funds
15 Costly retirement mistakes
15 Costly retirement mistakes… Retirement is a major milestone for many Americans. Retiring marks the end of your working life and the beginning of a new chapter. As a financial advisor, I help my clients avoid mistakes and retire with…
5 Myths and One True Fact about passive investing
The passive investing in ETFs and index funds has experienced a massive influx of money in the past ten years. The US ETF market is quickly approaching $3 trillion in assets under management. As of March 29, 2017, the total…
Everything you need to know about your Target Retirement Fund
Target Retirement Funds are a popular investment option in many workplace retirement plans such as 401k, 403b, 457, and TSP. They offer a relatively simple and straightforward way to invest your retirement savings as their investment approach is based on…
MLP Investing – Risks and benefits
MLP investing is popular among retirees and income-seeking investors. In this article, we will break down the benefits, risks and tax implications of investing in MLPs. What is an MLP? Managed Limited Partnerships (MLPs) have grown in popularity in the…
Investing in Small Cap Stocks
Small cap stocks are an important part of a diversified investment portfolio. They had provided high historical return and diversification, which are key factors in the portfolio management process. Many flagship companies started as small businesses in a local market…
A Guide to Investing in REITs
On August 31, 2016, S&P 500 will introduce a new sector – Real Estate. Up until now real estate companies, also known as REITs, belonged to the Financial sector. They were in the company of large financial and insurance corporations.…
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