4 Key Considerations for Retirement Asset Allocation
As retirement nears, you’ll want to understand asset allocation and make the most of your available retirement funds. Start here.
3 Reasons to Take Another Look at Index Funds
Learn more about index funds: what they are, why we like them, and why you might want to give them another look.
A Simple Primer on Investment Dividends
Understanding investment dividends can help you make wise decisions that maximize your assets when you need them most.
A Quick Guide to the Capital Gains Tax
A 4-step guide to understanding and calculating your capital gains tax.
Understanding Financial Advisor Fees
Understanding Financial Advisor Fees One of the hot topics in the financial advisory and wealth management world has been centered on the many different types of commissions and financial advisor fees families and individuals incur when hiring a financial advisor. In this article, I hope to clarify the often-misunderstood world of fees when it comes […]
Know Your Terminology: Shorting a Stock
Know Your Terminology: Shorting a Stock If you want to become a sophisticated investor, or at least sound like one, you need to learn the language. The lingo matters. You need to know and understand the basic language investment advisors and professional traders speak. Learning the language will help you at dinner parties or around […]
Know Your Terminology: Drawdowns
Know Your Terminology: Drawdowns Thank you for returning for the fourth installment in our “Know Your Terminology” series, or if you are new, welcome. We’ve already discussed several types of investment types and their associated tools and strategies. Today I want to focus on one term you need to understand, “drawdowns.” What are drawdowns? In […]
What are Income Structured Notes?
Income structured notes are a type of investment product that can provide investors with an opportunity to earn a regular stream of income. These notes are designed to provide investors with a combination of fixed income and equity exposure, making them a popular choice for those looking to diversify their portfolios. Primary features of income […]
Know Your Terminology: The Difference Between Active and Passive Investment
Know Your Terminology: The Difference Between Active and Passive Investment Welcome to the third installment in our series on the jargon used by financial advisors and investment professionals. Now that we have covered the basics of investing and the two main types of investors, institutional and retail, let’s delve into the different approaches: active and […]
Growth Structured Notes: An Overview
Growth Structured Notes: An Overview Growth structured notes are a kind of investment that lets you earn money based on the performance of an underlying asset, like a stock or a group of stocks. Each has different features that can affect how much money you can make and how risky it is. Rates impact earnings […]