Dec 27, 2022
Target-date funds (TDFs), which are frequently described as a “set it and forget it” approach to investing for retirement, have grown in popularity during the past two decades. Below are ten “need to knows” about investing in TDFs: How They WorkTarget-date funds hold...
Dec 1, 2022
Call the index (mutual) fund the quiet cousin of ETFs. It works pretty much the same way. In other words, it tracks an index, or what’s called a “benchmark,” such as the S&P 500 or the Dow Jones Industrial Average.What’s an Index Fund, and What’s the Big...
Nov 22, 2022
For young investors, I believe that exchange-traded funds — or ETFs — offer the cheapest and simplest way to make money in the stock market. It’s so easy to get burned buying a single stock, bond, or piece of gold.But a single ETF invests in hundreds of stocks, which...
Nov 2, 2022
As a proud adoptee and adoptive parent, I often hear people say “I would love to adopt but I could never afford it”. Recently, another financial planner friend of mine, reached out to see if I would be willing to speak with one of her clients about the finances of...
Oct 28, 2022
We’re now over a year into a period of relatively higher inflation in the United States. This follows an extended period — decades — of relatively benign, low single digit levels of inflation. The Federal Reserve has targeted an inflation rate of 2 percent per year...
