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March 16, 2023
Financial Advisor vs Broker - What is the Difference?

The terms financial advisor and broker may seem interchangeable to some investors. Both financial advisors and brokers are financial professionals. The main differences lie in the types of services offered and in the way they are compensated by their clients.  What is a Broker?  A broker is an individual or firm that acts as an […]

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February 14, 2023
Rolling Over Your 401(k) When Changing Jobs for Better Management 

Changing jobs is a time of transition with a lot to do. Getting up-to-speed at your new employer is important and a top priority. When leaving a company, it’s crucial not to forget about your old 401(k) account. What to do with this retirement money is a critical decision to make during this period of […]

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January 26, 2023
Investment Commentary and Outlook For 2023

Even as the United States and the rest of the world began to emerge from the pandemic, 2022 was a rough year for the U.S. economy and for our financial markets. Stocks suffered their worst loss in over a decade with the S&P 500 Index declining 18.11% for the year. Bonds also suffered steep losses […]

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December 13, 2022
ETFs vs Mutual Funds: Which One is More Tax Efficient?

ETFs and mutual funds are the two main types of managed accounts for investors. The IRS tax treatment of ETFs and mutual funds is the same, however, the structure of ETFs can make them a more tax-efficient option for taxable accounts.  Let’s take a look at why ETFs are generally more tax-efficient than mutual funds.  […]

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