Investment Basics: Should I Buy a Mutual Fund or an ETF?

Many investors, even experienced investors, now face a choice when it comes to investing in stocks and bonds, namely, should they use a mutual fund or an exchange-traded fund (ETF)? … Read more

Posted on January 25, 2021 by
Safest Investments Now? Don't Panic

Everything Seems Awful Right Now. Should I Be Investing?

The pandemic seems to be getting worse, not better, despite the appearance of vaccines. Washington is rocked violence and scandal. The market seems to have shrugged it all off — … Read more

Posted on January 14, 2021 by

Your Year-End Investment Planning Checklist

Thanksgiving is rumbling by and Christmas is dead ahead. Now is a good time to take stock of your investing year and the plan ahead. Before you know it, tax … Read more

Posted on December 7, 2020 by

Investment Basics: When Do I Need A Financial Advisor?

Saving money and investing is a lifelong habit, one best formed young. Along the way you will be tested by market declines and heartened by bull market highs. Would you … Read more

Posted on November 23, 2020 by

Investor Facts: What Is Loan to Value (LTV)?

If you’re thinking about taking a mortgage to buy a home, you’ll likely hear the term “loan to value.” Loan to value (LTV) is a ratio that expresses how much … Read more

Posted on October 30, 2020 by

Investor Facts: What Is Interest Income?

Interest income is any kind of interest earned on accounts at a bank, such as a savings and checking account, a high-yield checking account or a certificate of deposit (CD). … Read more

Posted on September 28, 2020 by

Investor Facts: What Are Net Fund Flows?

Investors move money into and out of investments for a variety of reasons. Net fund flow is the amount of money entering a fund minus any money leaving in a … Read more

Posted on July 17, 2020 by

Investor Facts: What Is Turnover Ratio?

The turnover ratio of a mutual fund is the degree to which the stocks or other investments held by the fund get sold or purchased over a period of time, … Read more

Posted on June 5, 2020 by

Investor Facts: What Is Unemployment?

One of the regular data points that makes financial news headlines is the unemployment rate, that is, how many people lack jobs in the economy. But what is unemployment exactly? … Read more

Posted on May 19, 2020 by

Investor Facts: What Is Tracking Error?

Tracking error is the gap between how a mutual fund, exchange-traded fund (ETF) or index fund performs compared to a benchmark index. When investors buy a fund they usually understand … Read more

Posted on May 1, 2020 by