Mind the Gap … the Performance Gap!
My Money Blog and Morningstar.com recently posted about the returns individual investors see compared to the performance of the fund. High level summary:…
My Money Blog and Morningstar.com recently posted about the returns individual investors see compared to the performance of the fund.
High level summary:
In 2010, the average domestic fund investor saw a return of 1.1% less than the annual return for the fund.
Because investors try to time the market — selling quickly after value decreases and buying when the price is high again.
The Performance Gap is very real. Be aware of it … and have the discipline with your investments to “Set it and Forget it.”
You can read the full post on My Money Blog.
Health Savings Accounts: The Sharpest Tax Tool In The Shed?
As an investor, you may be thinking about funding an HSA but are unsure about whether it is a useful financial planning tool. Here are six different scenarios for how an HSA can work for you.
Basics of a 401(k) Plan
Today’s 401(k)s hold more than $5.9 trillion in assets with over 100 million people contributing. But what is a 401(k) and would your company benefit from one?
What If Preston Waters Had Invested His Blank Check?
If you grew up in the 90’s, I’ve got one question for you: What would you do with a blank check?
How would you like to get started?
Manage spending with Checking
Checking with a Visa® debit card for your daily spending.
Save cash and earn interest
Grow your cash savings for general use for upcoming expenses.
Invest for a long-term goal
Build wealth or plan for your next big purchase.
Invest for retirement
Set up traditional, Roth, or SEP IRAs to save for the golden years.