Below are our latest blog posts for the week of September 21st.  Click on the links below to view the full article.

After many months of listening to our blog readers, clients, and do-it-yourself investors, we have finally rolled out a product that we believe can add value to your existing investment process.  We are calling it the Flexible Growth and Income Report and it’s designed specifically for investors that enjoy managing their own portfolio but also need additional research, guidance, and investment selection assistance.

Inflation is a scary word, as it generally presages effects like rising interest rates, higher costs of living, and climbing commodity prices. This has been one of the expected outcomes from the Fed’s implementation of quantitative easing during the course of the last half decade. Yet, despite their best efforts, inflation has been a non-event in the economic recovery from the 2009 lows.

I always enjoy working with investors who are fully engaged in living their retirement dreams.   For some that means spending time with their grand kids or taking up new hobbies.  Others have more time to devote to their investment portfolio and planning the right path forward for their hard-earned nest egg.

Investors currently in retirement are usually more risk averse than those who have time and a consistent income steam to make up for bad decisions.  During the growth phase of your life, you can afford to be more cavalier with your investment portfolio or take greater risks.  However, there is a different (more conservative) mindset that comes with the knowledge that you are no longer able to make up for a big mistake.

Published on NASDAQ.com

Typical benchmarks such as the iShares S&P 500 ETF (IVV) contain a blend of both growth and value companies that are based on characteristics of the companies that comprise the index. A blended mix can create better overall diversification for most ETF investors, yet may not serve the needs of those that are looking to incorporate a specific style or avoid certain sectors.

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

Learn more about our new client onboarding process.  Our client accounts are custodied at TD Ameritrade and we do all the work of account setup, transfer, and service for you.  It’s never been easier to get started working with a fee-only investment adviser today.