Can you keep a secret? Affluent investors are becoming big fans of Exchange Traded Funds (ETF). While Wall Street may want to continue to pick your pocket through higher-cost mutual funds, you can lower your costs and need to get to know about ETFs. Wall Street doesn't want you to know that you may not be getting the best deal when it comes to your investments. Most people invest through ... Read More
ETFs
Investors Return to Boost Stock Market ETF Rally
Reading tea leaves or other people's minds has never been one of my strong suits. But the writing is on the wall: Investors return to boost stock market ETF rally. Retail investors have returned in large numbers extending the stock market ETF rally. USA Today has reported that more retail investors are returning to the stock market removing money from their mattresses to invest in riskier stock ... Read More
Ask the Adviser: What’s Next Beyond My 401(k)?
I'm trying to decide where to invest next. Client Question: I'm maxing out my employer matched 401k, maxing out a traditional IRA, and will soon have an emergency fund in a savings account that I'll continue to add to every paycheck. This is where I am now: Moderate risk 401k, Vanguard target retirement fund, and low risk savings account. Looking for something slightly riskier. Boston Money ... Read More
Take Control of Your Retirement – Discover the Power of Self-Directed IRAs
Did you know that close to $4.2 Trillion in IRA and retirement account assets can be invested in much more than the standard run-of-the-mill investment choices offered at Big Box investment companies? Ever since IRAs were first introduced in the 1970s, investors have been permitted to invest in a range of stock market alternatives including non-publicly traded assets such as real estate, notes ... Read More
Inflation and the Rising Tide: Protecting Your Assets
For individuals in retirement living on a fixed income, it can devastate one’s savings and lifestyle. As a bond or CD-holder, the purchasing power of regular interest income gets hit. As a stock investor, stock prices can suffer as profit margins and earnings of your equity holdings are hurt by the higher costs for inputs like energy, precious metals and labor. Right now, Wall Street is in a ... Read More
Navigating thru Volatile Times – A Road Map & Resource Guide
On Wednesday, March 11, I launched the inaugural event of my Financial Road Map Series teleconferences. I want to thank each of you who stopped by to listen in to my brief discussion on taking control of your financial future by controlling what you can. To recap the important points we discussed: 1.) Control What You Can: No sense in worrying about things that are beyond our individual ... Read More
