Investing

One of the fastest ways to learn something new is by mapping it onto something you already understand. That s how I teach and how I learn. I take a familiar framework and overlay it onto the new concept I m trying to learnÉ

What Is an Index? Before we get into index funds, let s start with the basics: what s an index? An index is a list of stocks (or other investments) that represent a specific part of the financial market. Think of it as a…

What Is a Target Date Fund? A target date fund (TDF) is a type of mutual fund or ETF designed to simplify retirement investing. You pick the fund that matches your expected retirement year like a Target Date 2050 Fund and the fundÉ

Have you are will you be inheriting an IRA? Learn a strategy for turning this into a long-term wealth building machine by using the required distributions to fund a Roth IRA for you and maybe even your spouse.

Most people have heard the terms bull market and bear market, but fewer know where the names come from. As a local and remote financial advisor and educator, I like to to use analogies. Here s a quick overview before we…