“We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable rights, that among these are Life, Liberty, and the pursuit of Happiness…”
So begins the greatest document in America’s history. With these words, our founding...
So I don’t like mutual funds. What do I like? I mostly use ETFs (exchange traded funds) in my practice. ETFs are taking the investment world by storm, and if current trends continue, will overtake mutual funds in this decade or the next.
Here are three of the reasons.
1. You know what you...
During the 1900’s, the mutual fund revolutionized investing, allowing the middle class access to the investment markets. Their time has come…and gone. In the years ahead, the Exchange-traded fund (ETF) will assume leadership of the investment lineup. Today, I’m not going to cover ETFs, saving...
My last newsletters have covered the three categories that all investment accounts fall into. Today, I’m going to sum it all up and give you the bottom line.
The Three Categories are:
- Tax-deferred. The main example is the Traditional IRA. But other types include Traditional 401(k) and 403(b)s...
Today, I’m going to cover the hottest vehicle for retirement saving. It’s the Roth IRA. Despite being around since the mid 90’s, Roth’s still confuse a lot of people. Today, I’m going to give you what you need to know about them.
We all know someone who it seemed would never tie the knot. They...
This month, we’re covering the three main categories for retirement saving. Last week, we covered the Traditional IRA: http://mackcourter.wordpress.com. Today, we’re going to talk about the one that gets no respect. It’s the nonqualified or taxable account, which I like to describe as the Swiss...