Investing in Index & Target Date Funds: A Closer Look for the Smart Investor
by: Richard B. Freeman, CFP & Theodore D. Schneider, CFA The rise in popularity of investing in passive index funds has occurred for a number of reasons—simplicity, low cost and a “can’t beat the market” perspective. As a result, passive index funds have gained a [...]
How well do you know your advisor?
How well do you know your advisor? People often find their advisors through word of mouth from friends, family or their personal network. While this is a good start, it is crucial to do research on the different criteria to be aware of and [...]
Financial Lessons Learned from the Pandemic
Financial Lessons Learned from the Pandemic Spring is here, schools are open again and sports are coming back – it is beginning to feel more like “normal”! Covid-19 turned our world upside down, shutting down our nation’s businesses and forcing our families to learn [...]
Types of Fixed Income
Types of Fixed Income Chances are that fixed income (bonds) will comprise some portion of your investment portfolio during your lifetime. Many investors use bonds as safe-haven assets in their portfolios due to their (typically) lower risk level relative to stocks. However, the types [...]
Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification
Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification Investing can seem daunting at times for those that are just starting out. There are several concepts that need to be mastered to comprehend how to build an investment portfolio based on your specific [...]
Cryptocurrencies
Cryptocurrencies The news is full of stories on “cryptocurrencies” – from the well-known Bitcoin to the infamous Dogecoin. But what are cryptocurrencies? Is this the new wave of the future or the next Beanie Babies fad? What are cryptocurrencies? [...]
The CARES Act Summary
The CARES Act Quick Summary: Government Stimulus in Response to the COVID-19 Pandemic The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law Friday March 27, 2020. The CARES Act delineates a series of relief measures to provide $2 trillion of [...]
Stocks vs. Bonds
Stocks vs. Bonds Stocks and Bonds are two financial instruments that are typically the core of any investor’s portfolio. But do you know exactly what constitutes a stock or bond, or whether you should invest in a stock, a bond, or both? This primer [...]
Medicare: Understand Your Options and Meet the Deadlines
Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!
Top 7 Financial To-Do’s After a Divorce
Top 7 Financial To-Do's After a Divorce You have just signed your divorce papers and are now ready to put all the stress of the long and complicated process behind you. Emotions ranging from relief and peace to sadness and anger, and likely fear [...]
The CARES Act Summary
The CARES Act Quick Summary: Government Stimulus in Response to the COVID-19 Pandemic The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law Friday March 27, 2020. The CARES Act delineates a series of relief measures to provide $2 trillion of [...]