Retirement 101

Portfolio Management vs. Portfolio Rebalancing

One of the more opaque phrases thrown around in financial services is “portfolio management.” Although it might seem like a simple enough concept, those two words can act as a stand-in for anything from the assets you’ve invested in, to your overall strategy, all the way down to the people, products or algorithms that dictate …

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Battle of the Titans: Flat Fees Or Commissions for your Financial Advisor?

Do you know what financial products you’re invested in? Do you know why? Do you know someone you can trust to tell you how your investments are aimed at helping you? While you may think you know the answers to these questions, there is a lot developing below the surface of the financial planning world. …

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Are Smart Beta ETFs better investment?

With the precipitous flow of investments into passive index funds and exchange traded funds (ETFs), the vast majority of cash in the market is tied to the performance of broad-based market indexes like the S&P 500, the Nasdaq Composite or the Russell 2000. While most financial advisors are the ones steering investments into these funds, …

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Should You Put money into REITs?

One of the least appreciated economic developments of the past decade of recovery from the 2008 financial collapse is the dramatic upswing in value of both commercial and residential real estate. According to the U.S. Census Bureau’s monthly home sales report, the average home price at the apex of the mid-2000s real estate bubble was …

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5 Strategies To Continue Investing Into Retirement

Investing and saving for retirement is a hot topic in personal finance. Many advisors, bloggers, and influencers give hundreds of strategies on how to invest for retirement. However, many forget to mention how important it is to continue to build wealth during your retirement. Here are a few of the best strategies to make sure …

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Should You Hire a Financial Advisor for Retirement?

Even seasoned investors don’t always take the do-it-yourself approach to saving for retirement. Sometimes, it may be worth it to seek out the advice of a trusted advisor to make sure you’re on track to retire. What’s A Financial Advisor? A financial advisor is a professional who, for a fee, offers financial advice to others. …

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