Life-Size X-Wing Starfighter, World’s Biggest Lego Model, Lands in New York - BusinessWeek Europe's Oil Market Gets Its Own Price Benchmarks Scandal - BusinessWeek Overdue Student Loans Reach Record as U.S. Graduates Seek Jobs - … [Read more...]
What is an ETF?
May 23, 2013 By
Trying to fully understand your investments can often be troublesome. There is a bunch of different rules and terminology that can be overwhelming at times. The best way to overcome this hurdle is to educate yourself and become familiar with the … [Read more...]
Weekly Fund Flows
May 23, 2013 By
Each week we provide the weekly fund flows data stretching back almost two years. The stats are pulled from the Investment Company Institute’s weekly data release regarding mutual fund flows by investment category. In the chart below, you will find … [Read more...]
To College, or Not To College…
May 22, 2013 By
We’ve talked quite a bit about planning ahead for college and what type of investment tools can be used in order to lessen the cost of college. As our nation’s student debt climbs to above $1 trillion, the threat of a student loan bubble … [Read more...]
Learning About Gold – Part 3
May 21, 2013 By
In the third part of our series, we will take a look into the uses and demand for gold. Here is an educational piece that looks further into gold: … [Read more...]
Market Capitalization
May 17, 2013 By
When analyzing a stock, etf, or mutual fund, one of the major things to look at is market capitalization or market cap. Not until recently, did I fully understand what market cap is and it's importance when investing. In this post, I will break … [Read more...]
Weekend reading 5.17.2013
May 17, 2013 By
Pentagon Continues Use of China Satellite in New Lease - Bloomberg Your Future Will Be Manufactured on a 3-D Printer - Bloomberg Russia raises stakes in Syria - WSJ Evidence mounts on slower US economic growth - Reuters Heroic Spain is … [Read more...]
Weekly Fund Flows
May 16, 2013 By
Each week we provide the weekly fund flows data stretching back almost two years. The stats are pulled from the Investment Company Institute’s weekly data release regarding mutual fund flows by investment category. In the chart below, you will find … [Read more...]
Contingency Planning
May 15, 2013 By
We’ve had multiple clients ask questions about their primary and contingent beneficiaries recently. We thought it would be helpful for us to discuss each type of beneficiary, common choices for beneficiaries, and how to manage … [Read more...]
Weekly Market Commentary 5.20.2013
Global markets pushed higher this past week on a continuation of weaker global economic headlines. The headline data point that spurred the markets early in the week was the release of the April US retail sales figures. The headline was that retail … [Read more...]