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Target-Date Mutual Funds – What are they and should you use them?

April 10, 2024 by Nick

Target-date-fundsTarget-date mutual funds have gained popularity in recent years as a convenient and seemingly straightforward option for retirement investing. However, despite their appeal, there are compelling reasons why investors should carefully consider whether target-date mutual funds align with their financial goals and preferences. In this post, we’ll explore some advantages and drawbacks of target-date mutual [...]

Filed Under: 401k, 401k Plans, ETF's, Exchange Traded Funds, Expense Ratios, Index Funds, Investing, Investment Management, Retirement

The Hidden Cost of Owning Too Many Investments – Part 1

September 11, 2023 by Nick

Cost of owning too many investmentsAssuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns? The answer is, “Do I own too many investments?” This is an essential question because of the potential hidden costs of owning too many investments, also known as over-diversification. While [...]

Filed Under: Equities, ETF's, Exchange Traded Funds, Index Funds, Investing, Investment Management, Mutual Funds, Portfolio Management, Risk Management, S&P 500, Securities, Taxes, Wealth Management

Tuning Out the Noise from the Financial Media

June 25, 2021 by Robert Seal

Image used under license from Freestock.com When asked what to watch out for when it comes to investing, clients may expect us to tell them about a specific stock to avoid, or something similar. But our answer is often far different. One of the biggest things you may want to watch out for is actually the financial media. [...]

Filed Under: Exchange Traded Funds, Federal Reserve, Financial Advisor, Financial Markets, Investing, Investment Management, Market Forecasts, Markets, Wealth Management

Should You Have ETFs in Your Portfolio?

June 3, 2015 by Matthew Goff Leave a Comment

ETFs-for-retirement-investing-houston

Exchange Traded Funds (ETFs) have been attracting more and more attention in recent months. CNN Money recently published a detailed article titled “ETFs: Why so complicated?” which discussed how ETFs can be used and abused. I strongly agree with the article’s primary point: The key to success with ETFs is careful management. It’s no mystery […]

Filed Under: ETF's, Exchange Traded Funds, Investing, P/E Ratios, Portfolio Management

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