Mutual Funds & ETFs

Mutual Funds and ETF InvestingWhat better way to expand your portfolio than diversifying your assets and investing in a mutual fund or exchange traded fund (ETF)?

Mutual funds and ETFs are a compilation of investments in different companies and sectors, providing diversification and stability in a single investment. By entering the market through a fund, your investment offers stable growth with minimal risk. These investments are perfect for the passive investor or a long term investor who wants low risk yields that are diversified in all sectors. Our advisors give advice on both types of funds to help ensure you choose the funds that are right for you.

401k & Investing Tips

5 Important 401k Rules You Should Never Forget

Most investors put their 401k plans on autopilot and forget about them. That's a mistake. Here are some 401k rules you should never forget. Read Article

ETF Investing

ProShares’ New ETFs Offer No Real Reason to Buy

While they are trying to be passive, ProShares' new stable of ETFs still smell like active management. Read Article

Mutual Funds

The 3 Best Mutual Funds of Q3

The third quarter looked quite different from the first half of the year. Q3's best mutual funds help explain why. Read Article