What if someone told you that you had an equal chance of quadrupling your money or of losing four times as much as your bet at the casino? This is essentially the bet that investors will make using two new leveraged exchange-traded funds (ETFs) appro...
Bobby Moyer, CFA, CFP®, CAIA
Recent Posts
May
03
2017
See our recap of April's key statistics and market commentary to help guide your investment decisions.
April
12
2017
ETFs are a popular investment option for both individual investors and financial advisors serving their client’s investment needs.
April
06
2017
See our recap of March's key statistics and market commentary to help guide your investment decisions.
April
05
2017
It’s one of the most important decisions you’ll make in your financial life, if not the most important decision. We’re referring to your choice of a financial advisor. The benefits and rewards of making a good choice are tremendous. Namely, you will ...
March
24
2017
Ever heard someone say an investment loss may be beneficial? Sounds counter-intuitive, right? Interestingly enough, there are situations in which an investment loss may be beneficial for your situation. Benefitting from investment losses involves tak...
March
15
2017
If you are going to be an investor, then you have to get used to the idea of market volatility. There’s simply no way around it.
March
08
2017
See our recap of February's key statistics and market commentary to help guide your investment decisions.
March
08
2017
According to a survey conducted by the American Institute of Certified Public Accountants (AICPA), financial matters are the most common source of discord in marriages. The survey found that financial matters are the source of three arguments per mon...
March
03
2017
There is a perceived notion that technological advances have rendered actively managed mutual funds obsolete. However, nothing could be further from the truth. In point of fact, approximately 70% of U.S. assets are invested in actively managed funds.