


Tactical Vs. Strategic Asset Allocation
In today’s Blog I’m going to be talking about Tactical Asset Allocation versus Strategic Asset Allocation. When you first look at these two terms, you might say, “What’s the difference”, and yes there is in fact, some very big differences between these two...
Active Vs. Passive Investments
Click The Button Below To Get Your FREE Copy of What Every Investor Should Know About Planning And Saving For Retirement Download Now! Today’s vlog is is the third in my series about investor education. So, in the first part, I talked about mutual funds and,...
Like The S & P 500?
Click The Button Below To Get Your FREE Copy of What Every Investor Should Know About Planning And Saving For Retirement Download Now! Like The S&P 500? This is the 2nd post in a short series that I’m doing all about investor education. So if you watched...
Why Don’t More Mutual Funds Beat Their Benchmark?
This Vlog is about mutual funds and specifically talking about Why More Mutual Funds Are Not Able To Beat Their Underlying Benchmark Index.

What Do Rising Interest Rates Mean For Your Portfolio?
What do rising rates mean for you and your portfolio?
After hitting an all time low, interest rates are finally starting to rise.