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First, let’s start with the basic definition of an Exchange Traded Fund (ETF). “An Exchange Traded Fund is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund, ” according to Investopedia.com.
Second, let’s look at the basic definition of a mutual fund.
The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information.
When it comes to interest rates, one thing's for certain: What goes down will eventually come up.
Over the past year, I have had a number of clients have Identity theft incidents. Clients have had collection agencies contact them about outstanding balances on cards they never took out or cash withdrawn from their bank accounts.
I find that clients neglect to review their beneficiary assignments and often a deceased parent (or a former wife) is named. While this may be your intent, poorly thought out beneficiary assignments can screw up allot of good planning.
Investing Mistakes to Avoid
· Sell when the market is down
How can I Provide for Cash Flow in Retirement?
Lessons Learned after Sending Four Kids Off to College
Lessons Learned after Sending Four Kids Off to College.
What Should You Do If You Are Facing A Job Change?
Whenever one of my clients is in a job change situation I always feel it's important to highlight the following issues in helping guide them through this transition: