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 [...]
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. There is a lot of help out there for people who want [...]
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 [...]
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 [...]
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 [...]
Which IRA should I Use Many are familiar with the term IRA, or Individual Retirement Account, but they do not know exactly what they are or what purpose they serve. IRAs are not investments themselves, but rather they are made to hold stocks, bonds, mutual funds, and other assets. Unlike other retirement accounts that [...]
Every investor wants to maximize their gains while minimizing their losses. Unfortunately, you can never be certain that you will be successful with all of your investments all of the time. These 6 tips will help you to make your investment portfolio more successful and minimize the effect of any losses. Compounding Compounding refers to [...]
Financial planning is an obvious necessity. Without our ability to plan our own finances, we wouldn't be able to save, invest and improve our situation. While we all know and understand its importance, we often fail to meet our own financial planning needs. This leads to a feeling of hopeless as if we are [...]
