Mutual Funds or ETF’s? What’s the difference?
One of the bigger changes the past few decades has been the rise of ETF’s, also known as Exchange Traded Funds. They […]
Category: From Rob
Highlights of the 2017 Tax Cuts and Jobs Act
At the end of 2017, Congress passed and President Trump signed the Tax Cuts and Jobs Act. Now that the dust has […]
The Greater Fool Theory
The Greater Fool Theory is an investing strategy that some traders use to try to make money. But before we get into […]
The Four Most Dangerous Words in Investing
Sir John Marks Templeton was an American born British investor who was named by Money Magazine in 1999 as “arguably the greatest […]
What do they mean by “Sell in May and Go Away”?
As you can imagine, the mystique of the market lends itself to trading adages, rules of thumb, sayings and myths. These sayings […]
The Fiduciary Rule
The Department of Labor under President Obama wrote a regulation called “The Fiduciary Rule”. It goes into affect June 9th. How does […]
Rebalance Your Portfolio
You should rebalance your portfolio at least once a year. But what do I mean by rebalancing? I mean that you should […]
Claiming Social Security Early, at Full Retirement and Later
Did you know that in 1983, Congress was concerned with the cost of Social Security? Back then, Congress passed a law which […]
Expense Ratios: What are they and how do they affect my investment?
In order to invest in many different companies with one investment, people can buy mutual funds or exchange traded funds (ETF’s). These […]
Have you ever reviewed your W-4?
When was the last time you looked at your W-4? Your W-4 is the document that you file with your Human Resources […]