How Your Retirement Asset Allocation Could Cost You Unnecessary Taxes
Do you know how the different types investments you own impact your income taxes? Short term capital gains, long term capital gains, Interest income, distributions from retirement accounts. Each has its own unique set of taxes rates and rules. In this video I break it...
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 Today's vlog is is the third in my series about investor education. So, in the first part, I talked about mutual funds and, more specifically, I...
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 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 yesterday's video, I...
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.
Market Update 3/15/17
Where are the markets headed? How could Trump's agenda affect the financial markets? Check out my March 15th Market Update. Click The Button Below To Get Your FREE Copy of What Every Investor Should Know About Planning And Saving For Retirement Today is Wednesday,...
Is Buying A House The American Nightmare?
I want to talk about an article that I just came across on CNBC here and talking about millionaire real estate investor Grant Cardone. It says to not buy a house, and he talks about how homes are traps. They're sold as the American Dream, but he actually calls them...
Are Humans Predisposed to Making Poor Investment Decisions?
There is a fairly heated debate on Wall Street regarding active vs. passive investing. Active Investing is generally when a portfolio manager and a team of researchers analyze the markets, and try to make predictions on which stocks or investments they will buy for...
3 Target Date Fund Myths that Simply aren’t True
According to the SEC survey dated April 11th 2013, target date mutual funds have become increasingly popular over the last several years, with assets totaling over a half a trillion dollars. Roughly 70 % of U.S. Employers offer Target Date Funds as the default...
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