S&P 500 Basics S&P 500 is short for Standard and Poor’s 500 Composite Price Index. This index measures the performance of 500 companies over 11 sectors of business. Financial industry professionals use it as a marker to test the health of the US economy. In this article, we will explore the basics of how [...]
SIMPLE IRA Basics A SIMPLE IRA is a type of retirement account for small business owners and their employees. In this article, we will go over SIMPLE IRA basics. Who Can Create a SIMPLE IRA Account SIMPLE IRA accounts are available to any small business with less than 100 employees. The company cannot have [...]
Investment Red Flags Purchasing an investment is a serious obligation. There are certain investment red flags you should be on the lookout for to keep your money safe. In this article, we will review ten investment red flags you need to be aware of. 1. High Returns with Little to No Risk Every type of [...]
403b Plan Basics A 403b plan is a type of retirement plan. It is available to only certain types of employees and is similar to 401k plans. In this article, we will go over the basics of how a 403b plan works and what one can do for you. Who Qualifies A 403b plan [...]
Inheriting An Investment Account Inheriting an investment account can be a complex process. What exactly you need to do will depend on the type of investment account you are inheriting. In this article, we will go over the basics of what is involved in inheriting an investment account. Joint Investment Account A joint investment [...]
Bear Market-7 Strategies to Handle One "Bear market" is a term that refers to a widespread decline in the values of investments. The drop in value must be at least 20%. In this article, we will go over 7 strategies for successfully handling a bear market. Keep Your Emotions in the Proper Place When [...]
RIA vs. Broker RIA vs. Broker is a common dispute in the investment community. They have some similarities and differences. In this article, we will go over the differences between the two to help you determine which will be a better fit for you as a client. What is a Broker? A broker is [...]
Investing and Debt Investing and debt are both important aspects of finances. But if you find yourself under a mountain of debt you may feel overwhelmed and that it is necessary for you to put all extra money into paying it off. In this article, we will go over 3 steps you can take [...]
Initial Public Offering An Initial Public Offering, or IPO, is when a private corporation makes it's stock available to the public for purchase. IPOs are hot items in the news recently. In this article, we will go over the basics of what is involved in an Initial Public Offering and whether investing in one [...]
8 Questions to Ask a Potential Investment Advisor Interviewing a potential investment advisor is an important step. This potential investment advisor is going to be a close partner and will lead you to reach your financial goals. Thus, it is important that their philosophy and services match your needs. In this article, we will [...]
