How do I know which investment options are right for me?
Over the last few weeks, we’ve covered a variety of topics, including:
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What Differentiates Mutual Funds, Exchange-Traded Funds, and Hedge Funds?
Let’s start with mutual funds, one of the oldest and most common ways people invest. Here’s how the Securities and Exchange Commission (SEC) defines mutual funds:
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What’s the Difference Between Passively Managed and Actively Managed Funds?
If you’re investing in, say, an IRA, most of the fund choices you’ll see will fall under one of two categories: Passive vs Active.
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What’s better, stocks or bonds?
When you purchase a bond, you are essentially loaning a company, government, or organization money. When you buy stock, you are purchasing partial ownership in a company. For this...
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Why is the price of the Dow so much higher than the S&P 500?
Before we get started, do me a favor. Pick up your phone or go to your computer. Open your internet browser and search for “S&P 500.” The first result will show the current price...
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What’s the Difference Between the Dow, S&P 500, and NASDAQ?
You hear it every day when you turn on the news – some variation of: The Dow closed at 34,000 today. The S&P closed at 4,433. The NASDAQ rose 1.6% as tech shares…
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Negotiating a Great Mortgage in a High Rate Environment
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the...
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Navigating Fiscal Dramas and Market Downturns: What You Need to Know
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment.
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IRS Changes Inheritance Rules: Protecting Your Legacy
IRS Changes Inheritance Rules: Protecting Your Legacy The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.1
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