Investment Management – The Great Debate…
If you want to arouse a fiery debate in a crowd of people interested in the topic of investment management, a sure bet is to...
How do You Know You Need Investment Management?
If you are lucky, there comes a point in your life when the question of “Do I need a professional to help me with my...
The Markets Mid-Year Review
Let’s start with this past week – Markets climbed higher this past week as investors were buoyed by better than expected employment figures. Stocks were...
Emerging Markets Exposure – Direct vs Indirect
This article is Part 2 of a 3 part series on Emerging Markets Exposure: Where & How Much? We have two ways to gain emerging...
5 Reasons Why Investors should use ETFs
Most ETFs (Exchange Traded Funds) are index funds that trade as securities. The S&P 500 is an index that measures the performance of 500 large...
Bitcoins: The Current Currency
Digital currencies, like bitcoin, have become popular as an alternative to cash or more traditional lines of credit. Crypto-currencies can be traded in online exchanges...
Teacher Appreciation Week and 529 Plan Day
National Teacher Appreciation Week is May 5th – May 9th, and National Teacher Appreciation Day is May 6th. 529 Plan Day (529 college savings plans)...
Annuities Advantages and Annuities Disadvantages
Annuities are a great investment vehicle for retirement for those who want to save extra above & beyond the limits of IRAs and 401ks/403bs, and...
Making the Decision to Pay Off the Mortgage
Paying off one’s mortgage is an emotional decision as well as an analytical decision. In previous articles, I have gone through both angles. Now I wanted...
529 College Savings Plans – Are They For You?
529 college savings plans are a great investment vehicle for college savings, and they have some interesting features that can make them very advantageous. Here...
