Invisible Fees In Mutual Funds

Transparency in the financial world has traditionally been lacking. As information sources have increased, along with it has come more chances to look behind the curtain. The mutual fund industry in America is enormous; most Americans have or currently do use these products for accumulating funds for retirement and many other uses. Mutual funds are [...]

By |2020-04-17T16:18:39+00:00September 24th, 2019|Investing|

401k Asset Allocation Strategies

Asset allocation and portfolio diversification are words often bandied about by investment advisors and financial planners. But what exactly does it mean for the ordinary investor and why do you need it? Simply put, asset allocation is how you distribute your investments among the different types of investment vehicles such as stocks, bonds and mutual funds.

By |2020-04-13T17:56:04+00:00June 1st, 2019|401(k) Rollovers|

Introduction to REITs

A Real Estate Investment Trust, or REIT, is a real estate company that offers common shares to the company, thus giving those on the “outside” the opportunity to invest in stock that might otherwise be unavailable to them. While a REIT is similar to any stock that represents ownership in an operating business, there are two features unique to an REIT that similar types of stock do not share. With REITs, its primary function is to manage groups of income-producing properties, and it must distribute most of its profits as dividends.

By |2020-04-17T16:17:30+00:00February 20th, 2019|Real Estate|