Investing in Exchange-Trade-Funds (ETFs)

Twenty-one years ago, January 29, 1993, the world’s first exchange-traded-fund, SPDR S&P 500 (SPY), was launched. Unlike traditional mutual funds that only price once a day when the market closes at 4 p.m., ETFs price continuously throughout the day, trading...

Apples & Oranges

As we enter the tax season, more often than not a handful of clients and do-it-yourself investors will ask the question, “So what’s the difference between a Roth Contribution and a Roth Conversion?” The question usually follows a conversation where the two terms were...

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Welcome to our newly redesigned website with ongoing weekly commentary on the markets as well as various investment topics. We hope you will find it helpful in your strategic planning. Please come back each week as we address investment topics that relate to you. As...