This year is ending on a high note for the U.S. financial markets, but those numbers don’t tell the whole story. The Dow Jones Industrial is closing out 2016 with an 8 percent increase and 17 record closes since November, while the S&P 500 and Nasdaq composite rose about 0.3 and 0.5 percent respectively in […]
Target Date Funds 101: Everything You Need to Know
While browsing your employer’s 401(k) options or searching for a fund to open in a brokerage account, you may have come across target date funds. Some people love these so-called “set it and forget it” funds, while others dislike them for the ability to take a completely hands-off approach to investing. When considering target date […]
Stock Options Explained
Many companies now offer employees the opportunity to own company stock. In fact, about 36% of the work force owns stock in their employers. Stock options can be a great benefit for both the employer and the employee. Employees get additional benefits, and companies attract and retain valued employees who are invested in the company. […]
Active vs. Passive Investment Management
Active or Passive Investment Management There is an ongoing debate in the investment world about the best approach to investing; “active” or “passive.” I mentioned in my blog a few weeks ago that investing should be boring and made the case that very few people can actually beat the market. With all the information out […]