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When purchasing an Exchange Traded Fund (ETF), mutual fund, or individual stock to invest in do not make the classic mistake of chasing returns. In this post, we will examine ETFs and to a degree [...]

Are actively managed mutual funds getting less expensive? The answer appears to be yes, they are. Over the past several years, passive managed mutual funds and Exchange Traded Funds have stolen [...]

I have talked about the need to be conscious of fees when purchasing mutual funds and exchange-traded funds (ETF) but there is a new twist in the ETF world. Yes, fees on mutual funds were around [...]

Investment Choices for Everyone Now that I am officially an investment advisor I would like to discuss the advantages of three ways in which people can invest in the markets for the long-term. [...]

When you are investing for your retirement, every dollar counts. So that means every basis point in fees also counts. And small differences can mean the difference between tens of thousands of [...]

Do you see all of the articles with headlines such as “Best Investments for 2017” and the like? If so read them with the understanding that they are most likely written by individuals who have an [...]

Do you want to invest in the stock market but fear you have missed all the good opportunities?  There are two choices that I currently see that make sense to a degree.  I will take a look at one [...]

  Do you invest in mutual funds?  There is a website that started as a rating agency for mutual funds and now has ratings on much more and is a treasured resource for financial information.  [...]