What is an ETF?

Exchange Traded Funds, or ETFs, seem to be everywhere these days. They are a low-cost, tax efficient way to invest. They reduce your risk versus investing in a single stock. They can provide ready access to many asset classes, especially for the smaller investor. In my novel Money Grab, I wrote: Clients these days are convinced … More What is an ETF?

Bonds: Getting Kicked Off the Playground

June 15, 2013 Most financial advisors have typically recommended that investors allocate a certain percentage of their portfolio to bonds. Depending on your age, risk tolerance, and income needs, that percentage may range from 25-40% or even higher. Historically, bonds have not only supplied steady income to a portfolio, but have also reduced overall risk … More Bonds: Getting Kicked Off the Playground