Common Misconceptions About ETFs
March 19, 2024
For decades, mutual funds have offered professional portfolio management, diversification, and convenience to investors who lack the time or means to trade their portfolios profitably.
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Seven Ways to Recession-Proof Your Life
September 20, 2022
Do you worry about how a potential recession or economic slowdown might affect you and your finances?
Dow Jones Industrial Average vs. S&P 500: Knowing the Difference
June 16, 2020
Both indexes arrive at a number by tracking the price movements of a representative list of stocks. Learn the difference between these two indexes.
February 18, 2020
Collectively, since 1871, the time it takes for the market to recover (top to trough to top again) is a mere 7.9 months. Learn the history of market downturns and recoveries.
SECURE Act Makes Major Changes in IRA Rules
February 18, 2020
If you are a small business owner, a part-time worker, approaching or over age 70-1/2, a beneficiary of someone's IRA account, or the owner of a 401(k) plan, you MUST read about the changes made by the SECURE Act of 2019.
Safe and Liquid Investment Options For Your Emergency Fund
November 19, 2019
When considering where to put your emergency funds, make sure you'll be able to access the money quickly, easily, and without a withdrawal penalty when you need it.
Like Exercise, Long-Term Investing Requires Persistence and Patience
May 13, 2016
Dave Rowan, a CFP from Rowan Financial reflects on the parallels between financial and physical wellness. Learn how to exercise your investment skills.
January 28, 2014
If you're lucky enough to have access to a Roth 401(k) through your employer, you probably know that there are a couple of differences, to your advantage, that the Roth 401(k) has over an individual Roth IRA.
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