Tag: ETFs

Portfolio Manager Vs. Investment Advisor: Which Advisor Do You Need?

While portfolio managers and investment advisors might seem similar, they perform different roles. Portfolio managers help high-net-worth-individuals preserve their capital while adding to their corpus...

What is a Robo-Advisor and Should you use one?

 In the year 2020, more than 10 million brokerage accounts were opened by investors in America, despite the coronavirus pandemic. The economic shock induced by...

What is an IRA?

An IRA (Individual Retirement Account) is a tax-advantaged account set up by investors that allows them to save money for retirement. An IRA allows tax-free...

Active Investing or Passive Investing – 5 key differences

Active investing sounds like a positive, proactive way to invest your assets. Passive investing sounds boring – your financial advisor is not doing much.  Here...

Should I Select an Online Financial Advisor?

With all of the recent buzz happening in the online financial advice space, we thought it would be appropriate to review our terminology that we used...

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...

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