A Wall Street Journal investigative reporter started investigating how much she paid in portfolio fees. Guess what she found? Her investment portfolio was in ETFs and Mutual Funds and was being managed by an investment advisory…

75% of people surveyed by Fidelity underestimated the amount they needed for retirement. Whether you are near retirement or decades away, retirement is an incredibly important goal to plan and save for. Why? Because everyone deserves to…

$17Bn - $34Bn every year! That’s what the White House Council of Economic Advisers (CEA) report stated investors pay in fees annually. Mutual funds have always been notorious for their high fees. The first mutual…

Well.. what the heck is portfolio diversification anyway? If you have some money and you want to discover the smart way to invest...well..this article is for you. Whether you use exchange traded funds (ETFs) or…

ETFs 101

November 20, 2018 0

What is an ETF? You may have heard of the media hype over ETFs but may or may not know what they stand for or what role ETFs can play in your portfolio. Well, today,…

Stocks 101

September 5, 2017 0

Let’s get super basic. So what is a stock? A stock represents part ownership in a business. But it’s not just any business. Public vs Private Company It’s a company that decides to sell a…