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What Assets Can You Hold in a Self-Directed IRA?
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Should You Invest in Cryptocurrencies with a Self-Directed IRA?
Many individuals have or plan to save up for their retirement years using some … Read more
Traditional IRA vs. Self-Directed IRA: What Are the Differences?
There are differences between traditional IRAs and Self-Directed IRAs (SDIRAs). These differences may be … Read more
Asset Classes You Must Own to Have a Truly Diversified Portfolio
Most investors place a high value on diversification or selecting different asset classes to … Read more
When To Change Mutual Funds?
Many investors want to know when to change their mutual fund. For purposes of … Read more
Three Common Mistakes in Mutual Fund Investing
Intelligent allocation of assets, proper diversification, and the right choices of suitable funds. Those … Read more
The Roth IRA : A Good Way To Save
IRA stands for Individual Retirement Account. A new kind was started in January of … Read more
What Role Does Risk Play in a Mutual Fund Strategy?
There are multiple factors fundamental to picking an optimal investment strategy in a portfolio … Read more
The Role of Bond Funds for Mutual Fund Portfolios
Investors often have the same common questions about bond funds: What kinds of bond … Read more
The Advantage of No-Load Mutual Funds
Anyone who invests in mutual funds has to make certain fundamental decisions along the … Read more
What are Target Retirement Funds?
Target retirement funds go by many names, including: Life-cycle funds Target-maturity funds Target-date retirement … Read more
Rebalancing Your Portfolio
To achieve the right balance in your investments, it is crucial to analyse and … Read more
How to handle Portfolio Changes When in Retirement?
For many, the overarching goal is retirement. This stage of life isn’t just a … Read more
Just how many funds should you own?
This is a common question among investors who know that diversification is always recommended … Read more
Foreign Equity Allocation for Mutual Fund Portfolios
Investors have multiple choices when it comes to foreign or international mutual funds. Certainly, … Read more
Best Types of Funds for IRA and 401(k) Portfolios
Many investors consider their retirement plans, e.g. employer 401(k) and IRAs (self-directed, traditional and … Read more
Asset-Based Fees – Are They Worth It?
One of the drawbacks that investors fear when working with a financial professional is … Read more
Intermediate and Short-Term: Strategies and Recommendations for Income and Balanced-Oriented Return Objectives Only
Just as the act of putting looks simple to a new golfer, so the … Read more
In Retirement (ages 65+): Strategies and Recommendations for Long-Term, Income-Oriented Return Objectives
Many factors influence the decision to retire, including financial and personal considerations. Congratulations on … Read more
Soon-to-Retire (ages 56-65): Strategies and Recommendations for Long-Term, Balanced Oriented Return Objectives
If you’re soon to retire (guidelines between ages 56-65), you may have questions about … Read more
Established Earner (Ages 41-55): Strategies and Recommendations for Long-Term, Growth-Oriented Return Objectives
If you’re an established earner, you may have questions about the best strategies to … Read more
Just Starting Investors (ages 25-40): Strategies and Recommendations for Very Long-Term, Growth-Oriented Return Objectives
If you’re a “Just Starting” investor, congratulations! Recognize that few investors use their time … Read more