Tax Advantages of ETFs There are several advantages to purchasing an Exchange Traded Fund over a mutual fund, a significant advantage is the tax savings; ETFs are more tax efficient than mutual funds, only one of the reasons they’ve been gaining market share. Most mutual funds distribute 100 percent of income and capital gains each…read more »
The Pitfalls of Buying Target-Date Funds What exactly is a “Target-date Fund”? Typically a fund that base its objectives on the age of the investor. The younger the investor the more focus on growth and less on income and asset protection. As the investor becomes older, the goals and objectives change to reflex the current…read more »
Pitfalls of a Reverse Mortgage Be careful before signing any contacts when considering a reverse mortgage. Make sure you fully understand the pros and cons before signing. What exactly is a “Reverse Mortgage”? A reverse mortgage allow home owners age 62 and older to borrow against the value of their homes without any repayment being…read more »
