Financial Goals

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Saving for Education

SAVING FOR EDUCATION

Every day as I prepare breakfast, and then again at lunchtime, I watch parents drop off and later pick up their preschoolers at a church near our house. The little ones hop and skip to where their friends are playing, even if there is a foot of snow on the ground. They are always happy, […]

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Exchange Traded Funds

EXCHANGE-TRADED FUNDS

Mutual funds and exchange-traded funds have many similarities. A previous blog this month covered mutual funds, and now it’s time to talk about the newer kid on the block—exchange-traded funds or ETFs. I was part of the institutional sales force at Vanguard when that company decided to expand its offering of ETFs and market them

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Mutual Funds Computer

MUTUAL FUNDS

It’s time to talk about products for investing! Are you ready? This week’s blog will cover the basics of mutual funds and a blog later this month will cover exchange-traded funds, along with pros and cons of each. What experience do you have with investing? If you have a retirement plan at work, you probably

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Investment GPS

SET YOUR INVESTMENT GPS

How will you know you are there if you don’t know where you are going? Good question! Have you ever gotten in your car with no idea where you were going? The last time I remember doing that was cruising in high school. We’d hang out a while at Mabe’s Pizza hoping the guys we

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