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 discuss [...]
Roth IRAs Roth IRAs are a type of Individual Retirement Account. They provide certain advantages that many investors find appealing. In this article, we will provide you with an introduction to Roth IRAs to help you better understand them and see if one is right for you. The Basics Roth IRAs are funded with [...]
Real Estate Investment Trusts Real estate investment trusts, or REITs, are a type of investment. They can be a helpful addition to your current portfolio. In this article, we will go over what exactly real estate investment trusts are and how they work for investors. The Basics REITs are entities that invest in income-producing real [...]
Types of Investments There are so many different types of investments. Trying to understand and navigate them can be overwhelming and confusing. In this article, we will briefly go over different types of investments to help you understand what is available to you. Ownership Investments Ownership investments are assets that you purchase or own. [...]
Certificates of Deposit Certificates of Deposit, or CDs, are a type of investment. They are popular among investors who are adverse to risk. In this article, we will go over the basics of certificates of deposit to help you decide if utilizing one is right for you. CD Basics A CD is a promissory note [...]
Maximize Your 401k 401k’s are powerful retirement savings tools. However, there are ways that you can maximize your 401k portfolio. In this article, we will go over the basic information you need to know to maximize your 401k. This includes the type of funds you can invest in, how to choose them, and how [...]
Derivatives-An Introduction Derivatives are a type of security. Their value is dependent, or derived, from the value of underlying assets. These underlying assets could be stocks, bonds, commodities, currencies, interest rates, or market indexes. The value of the derivative will fluctuate according to the value of the underlying assets. However, derivatives are a broad [...]
Intro to Options Options are a type of investment that can add a layer of diversification for sophisticated investors. They are versatile, yet complex and extremely risky. This article will not make you a professional, but it will give you a basic idea of what options are, how they work, and what they can [...]
You’re Paying Too Much in Advisory Fees When you open or transfer an account with an advisor, you expect your money to grow, not eaten away by advisory fees. Sadly, this happens to most investors without them even realizing it. The best way to prevent yourself from becoming a victim of excessive advisory [...]
Retirement Investing Mistakes you don't want to make! Investing for retirement is one of the most important life stages to plan for. Even though planning for this time of your life is so important, many people still make major mistakes in their retirement investing moves. What are these Retirement Investing Mistakes, and how can you avoid [...]
