Mutual Funds vs. Exchange Traded Funds: What’s the Difference?

Mutual Funds vs. Exchange Traded Funds: What’s the Difference?

Now that we have finished discussing diversification, we will dive into the most popular and arguably the most straightforward ways to diversify. That is right. This month we are comparing and contrasting Mutual Funds and Exchange-Traded Funds (ETF). (If you have not...
Diversification: Miscellaneous

Diversification: Miscellaneous

As the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, please reference our posts from the...
Diversification: Bonds

Diversification: Bonds

As the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, please reference our post from last...
June 2020 – Market Commentary

June 2020 – Market Commentary

May ended up being a profitable month for our portfolios and a profitable month for the major stock market indexes as well.  We’re still quite a bit ahead of the DOW in our in-house managed portfolios year-to-date. There are a lot of conflicting issues to consider...
Diversification: Stocks

Diversification: Stocks

As the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. (This post will solely cover diversifying stock positions, and we will be releasing a post...