ETF Tax Advantages
One of the primary purposes of financial planning is to maximize wealth through income by minimizing tax payments. By utilizing tax-efficient investment alternatives, financial planners...
Investing the right way: how to win a loser’s game
When it comes to planning and securing your financial future, investing is a critical step you need to take. The question is not whether you...
Apple flirts with one trillion, and Facebook disaster: a modern tale of two cities
It’s been a week full of ups and downs when it comes to tech so let’s dive in and take a closer look. When it...
Factor ETFs, The New Face of Active Managements
Factor ETF Refresher By this point, we have all heard about ETFs and how they can be a great addition to your portfolio. What you...
Understanding the Power of Mean Reversion
Following the resignation of Gary Cohn, US top economic advisor, the S&P 500 dropped almost 2% after hours. Although it is always hard to attribute...
Key takeaways from Warren Buffett’s recent letter
It’s that time of year folks. No, not just tax season, it’s the time of year that Warren Buffet, the so-called Oracle of Omaha, writes...
JP Morgan outed by whistleblower
Talk about conflicts of interest! A recent story ran around the financial world as JPMorgan & Co. recently set the record for a $30 million...
Four takeaways from the Dow selloff
Last week we wrote about riding out the storms when the Dow Jones tumbles, this week we want to jump off that a bit. Here’s...
Riding out the storm when the DOW tumbles
It happened folks. The Patriots didn’t win the Superbowl and The Dow Jones Industrial Average soared to new heights, and at a moment’s notice took...
Invest for the long haul, not the latest fad
Do you want to know the biggest secret on Wall Street? Here, come a bit closer. It’s that investing is not complicated, it’s just made...