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ETFs, Mutual Funds, and Index Funds

One common way investors lower their risk is to diversify their holdings with different assets. When you hold a mix of investments, your portfolio is protected from being wiped out if one investment fails.  Exchange-traded funds (ETFs), mutual funds, and index funds are all assets that prov …

Market Commentary: Wake Me Up When September Ends

The popular Green Day song titled “Wake Me Up When September Ends” feels quite appropriate given the recent market volatility. In fact, the S&P 500 has now dropped at least 3% for three of the past four weeks. As we’ve noted in this commentary, stocks tend to be quite volatile and poten …

What Is a Mutual Fund

What are mutual funds? We’ll break down the basics of investing in mutual funds and compare mutual funds vs. index funds.

Market Commentary: The Election is Near

It’s hard to believe, but we are less than two months away from midterm elections in early November. Given all the well-known worries this year — from inflation to the war in Ukraine, the economy to the bear market — most investors haven’t started to think about midterms quite yet. But we e …

Inflation Reduction Act of 2022

You probably have questions on the newly signed into law Inflation Reduction Act. You hear about it on the news and wonder what impact it can potentially have on the market – and your wallet. Get your questions answered in our webinar on the Inflation Reduction Act, now available on-demand.

When Should I Start Claiming Social Security?

Determining what age to begin claiming your Social Security benefit can be a big decision. Do you claim early at age 62? Take it at your full retirement age? Or delay until age 70? There are a wide variety of factors that can go into your final decision, and you should always consult with a …

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