The Added Value of Working with an Advisor
You may have seen the news that the financial services industry is experiencing a trend towards index funds–passive fund management options in which the holdings of a portfolio mirror the […]
Category Archives: Financial Planning
Is an ETF better than a Mutual Fund?
Exchange Traded Funds (ETFs) hold an advantage over mutual funds. ETFs are similar in that shareholders of both will pay any tax due on the income, dividends and short-term capital gains […]
What’s the difference between a fixed and variable annuity?
A fixed annuity is a contract offered by an insurance company that is much like a bank CD. You deposit a certain amount of money and the insurer agrees to […]
How are mutual funds taxed?
Whenever a mutual fund company passes earnings and other payouts to shareholders, they are known as a distribution. The tax treatment of these distributions varies depending on the type of […]
