Active management shines in a time of indexing

Passive management, or buying stocks that track an index, has caught on over the last several years. But changes in the economy and markets have made it easier for active managers to now show their worth, too. Active managers, those who pick stocks with the intent to beat an index and not just match...
Read More

SMAs versus mutual funds

Which should you use for your financial goals? Mutual funds have been long been the choice for investors seeking professional money management. When you buy shares of a mutual fund, your assets are pooled with those of other fund shareholders, lowering costs and taking advantage of economies of scal...
Read More

Top 5 Required Minimum Distribution Questions

1) What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs, are amounts that the government requires you to withdraw annually from IRAs and employer-sponsored retirement plans after you reach age 70½. You can always withdraw more than the minimum am...
Read More

Why you should think about diversifying

Different types of investments perform better in different market conditions. Investing in a variety of assets like stocks, fixed income, and real estate can result in better diversification and help reduce the risk for your overall investment portfolio. In fact, one study found that how you diversi...
Read More

Twitter IPO: To invest or not to invest?

It’s official. The bird began trading on Wall Street last week with its IPO surging over 70% bringing the company’s value to more than $25 billion. According to Wall Street’s valuation, each Twitter user is worth around $110. At its peak, shares were trading at 45.8 times revenue over the past...
Read More