Below are our latest blog posts for the week of December 22nd.  Click on the links below to view the full article.

Each year I set aside some time to reflect on the lessons learned over the past 12 months.  I find this exercise to be a prudent use of my time to reflect on missed opportunities, highlight successful practices, and strive to be a better overall investor.  I also enjoy looking at past year’s lessons in order to refresh my memory and prepare for a profitable outcome.

Published on NASDAQ.com

The ETF landscape continues to change each year as new funds are released and others are shuttered. No matter the lineup of choices available, investors are flocking to these passive and active strategies to capitalize on their low-cost, diversification, transparency, and other unique qualities.

Investors managing their money through retirement often have different needs than during their growth and accumulation years. Often times they are more focused on income and capital preservation rather than taking the risk of seeing their hard earned capital evaporate. With that goal in mind, building out a diversified portfolio using both core and strategic positions can enhance your dividend yield and provide a strong base for steady returns.

P.S. Did you know our core actively managed ETF portfolio minimums start at just $100,000?

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