The rise of investing strategies that track the markets, rather than look to outperform them, has dramatically transformed the capital markets and the changed the way many individual investors think about their portfolios. Here's why...
While strong performance relative to active management has driven the growth in indexing’s popularity, there are lots of other reasons to embrace index funds as part of your portfolio. Let’s look at a few of them.
In our early days, we told anyone who would listen that we were going to implement financial plans using funds that tracked the market’s performance – not beat it. Boy did we get a lot of grief!
The SECURE (“Setting Every Community Up for Retirement Enhancement Act”) offers several adjustments to current laws surrounding retirement. Let’s go through the 3 major changes that may impact your retirement planning.
A successful financial plan always begins with listening. It allows clients to articulate their goals and gives us a comprehensive understanding of their resources and financial situation.