In this first of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. When we build client portfolios one of the investment tools we can use are Exchange Traded Funds or ETF’s. ETF’s can offer Read More...
Exchange Traded Funds – Part 2
In this second of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. Generally most index funds are very low cost, ranging between .08% and .70% where the average mutual fund expenses can range Read More...
Exchange Traded Funds – Part 3
In this last of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. As index funds they can be used as part of a passive investment strategy. According to research I reviewed from the CNN money Read More...
How not to become a bag lady
It’s easy to become overwhelmed by the prospect of managing your financial future. Many women worry about ultimately being unable to support themselves or their families. While it is both common and reasonable to harbor this fear, it is important to Read More...
How can I take control of my money?
If you want to take control of your money, the first thing you need to do is learn the basics of investing so you can better navigate the financial sphere. Something as “simple” as knowing the difference between a stock and a bond will help you in Read More...