A Recipe for Investing: The Basics of ETFs

You’ve probably heard the old adage “variety is the spice of life.” But what about its lesser known counterpart, “variety is the spice of investing”? Ok, we might’ve made that one up, but that doesn’t make it any less true. Holding a mix of investments in your portfolio (a.k.a. diversification) is not only the spice, […]


Swing Trading Strategies

When it comes to running, are you more of a 100-meter sprint person or a marathon runner? Or maybe you’re somewhere in the middle, like a 10K? When it comes to trading stocks, you could say that swing trading is the equivalent of a middle-distance race, like the 10K. Day traders are the sprinters of […]


What Is an ETF: 6 Things Investors Should Know

Let’s face it. In the world of investing, it feels like stocks get all the attention. So, it seems like they would be a natural place to start if you’re a beginner investor. But what if we told you there was a way to invest in numerous — we’re talking hundreds or thousands — of […]


REIT Investing: What Is a REIT?

When you hear the words “invest in real estate,” what comes to mind? Is it a second home, a plot of land, a rental apartment complex, or a luxury hotel? Even if you already invest in stocks and bonds and have an IRA and/or a retirement fund, you may only associate investing in real estate […]


How to Build an ETF Portfolio – Strategies to Consider

We know the world of investing can be intimidating. The abundance of acronyms and bounty of buzzwords is a lot to take on alone — then you have to make sense of it all, strategize, invest, sell, and more? It’s enough to make you say, “I’ll buy one stock in Berkshire Hathaway, one in Amazon, […]


6 Ways to Avoid Emotional Investing

Investing your money in an ever-changing market can conjure up a lot of emotions. From the euphoria of the highs to the disappointment that can accompany the lows, investing can often feel like a battle between the head and heart, with your hard-earned dollars at stake. And for some people it can be difficult to […]


Low Risk, Less Stress: A Conservative Investment Strategy Can Help You Build Wealth Without the Anxiety

The primary goal of investing? Building wealth. But with investing comes some risk, which can be so stressful for some investors that they choose to sit on the sidelines, too cautious to get started. If that’s the case for you, you’re not alone. Sixty-five percent of adults say investing is scary and/or intimidating, with Gen […]


Commission-Free Trading: Music to Every Investor’s Ears

Many musical artists have told us the best things in life are free – think of Frank Sinatra crooning about flowers in spring and robins that sing and Jennifer Lopez saying that love don’t cost a thing. And we’re all familiar with the many tunes in homage of another freebie cherished by a growing number […]


What’s a Cash-Enhanced Managed Portfolio? We’re Glad You Asked

Investing for the first time can make your head spin. From the jargon to the time-consuming market research to the nerves you have, it’s natural that you might feel apprehensive. But investing doesn’t need to be scary or overwhelming — and you should feel good about taking control of your financial goals and growth. That’s […]


Your Top Questions Answered About Robo-Advisors

From smart homes to self-driving cars, technology is redefining and streamlining the way we live. Even the way you invest your money is  getting an upgrade. Robo-advisors are adding the benefits of automation to your finances by helping you build and manage an investment portfolio with ease. But what is a robo-advisor? And should you […]

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