by Zach P | Jul 31, 2020 | Individuals and Families, Institutions
Some financial advisors try to bowl you over with fancy language. Disarm them – and arm yourself for your future – with a few simple questions. One complaint I hear as a financial advisor is that investment jargon – ETFs, P/E ratios, DRIP...
by user | Jul 30, 2018 | Individuals and Families, Institutions
Organization, efficiency and discipline are the three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means a better chance of profits, and discipline keeps you on the right track. Statistics tell us...
by user | Jul 30, 2018 | Individuals and Families, Institutions
Financial Glossary Terms and Definitions Terms and definitions of financially related items and topics. A Absorbed Cost: When the cost for products or materials exceeds the original estimate, a decision may be made to absorb the cost difference and charge the...
by user | Jun 25, 2018 | Individuals and Families, Institutions, Investment Vehicles
There is a common misconception that mutual funds, index funds and ETFs are all the same type of investment vehicles. And while there are similarities, there are also some significant differences to know about before investing. Let’s explore. Active vs. Passive...
