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When all you have is a hammer, everything looks like a nail, or so the saying goes.  My dad and I have spent the last couple Saturdays building a playhouse/swing set for my girls.  I couldn’t imagine building it using just a hammer.  Even an accomplished carpenter (which I certainly am not) would have some difficulty with that.  I’ve found myself using many diffe

“We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable rights, that among these are Life, Liberty, and the pursuit of Happiness…” 

So I don’t like mutual funds.  What do I like?  I mostly use ETFs (exchange traded funds) in my practice.  ETFs are taking the investment world by storm, and if current trends continue, will overtake mutual funds in this decade or the next. 

Here are three of the reasons.  

1.  You know what you’re getting

During the 1900’s, the mutual fund revolutionized investing, allowing the middle class access to the investment markets.  Their time has come…and gone.  In the years ahead, the Exchange-traded fund (ETF) will assume leadership of the investment lineup.  Today, I’m not going to cover ETFs, saving that discussion for another day.  I am going to give you thre

My last newsletters have covered the three categories that all investment accounts fall into.  Today, I’m going to sum it all up and give you the bottom line. 

The Three Categories are:

Today, I’m going to cover the hottest vehicle for retirement saving.  It’s the Roth IRA.  Despite being around since the mid 90’s, Roth’s still confuse a lot of people.  Today, I’m going to give you what you

This month, we’re covering the three main categories for retirement saving.  Last week, we covered the Traditional IRA: http://mackcourter.wordpress.com.  Today, we’re going to talk about the one that gets no respect.  It’s the nonqualified or taxable account, which I like to describe as the Swiss Army Knife of