Understanding the Difference Between Mutual Funds and ETF’s

In the world of investing, I can think of very few things that come to mind that could be described as ‘simple’. I could make the argument that the nature of investments and investing is overly complicated and marketed in a way to sway you into thinking that you need to hire a portfolio ‘expert’ if you want to be …

How Much Should I Expect to Pay for College

Let’s face it, with the exception of (maybe) your home, funding college for your child(ren) will be one of the greatest investments you will have made to date. And while changes may soon be around the corner, currently the cost of college continues to rise, far outpacing inflation. One of the most popular questions we receive from parents whose children …

Sequence of Returns Risk Video

Sequence of Returns is a little known risk to your retirement sustainability, particularly in the beginning years of retirement. Learn some strategies which can help mitigate this risk.