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 [...]
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 [...]
