Are Long-Short Mutual Funds Right For You?

Are Long-Short Mutual Funds Right For You?

If you’re thinking of using long-short mutual funds as part of your investment strategy, you may want to think again. Despite what you may have read in an investing magazine, this investment plan isn’t for…
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Are ETFs better than Mutual Funds?

Are ETFs better than Mutual Funds?

Some people argue that exchange-traded funds (ETFs) are always better than mutual funds. But is this true? It’s time to set the record straight. Let’s clear the air surrounding this wonderful investment vehicle: the good…
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Discretionary Investing Defined

Discretionary Investing Defined

Recently, one of our clients asked us to define Discretionary Investing. It’s natural to have questions throughout your financial planning journey.  Whether you thoroughly researched your options or you jumped in blindly and now you’re…
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Dividend Investing Defined (& 5 Reasons To Stay Away)

Dividend Investing Defined (& 5 Reasons To Stay Away)

If you pay attention to financial pundits and money blogs, you have probably heard at least a handful of “experts” praise dividend investing. Let’s define dividend investing. Simply put, “dividend investing” is investing in companies…
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