Investment Strategies

I got a call from a Fidelity rep recently. He explained that my old financial advisor left the firm and he wanted to introduce himself, just in case I needed assistance. It’s too bad we never know when our contact leaves before the split happens, but at least they called me to let me know […]

Annuities are getting a lot of attention these days. As more people become responsible for their own retirement savings, banks and insurance companies are marketing annuities an attractive option. They are a private sector pension that provides a guaranteed retirement income if you don’t have a traditional pension plan. An annuity is basically a fixed […]

Whether someone else is managing your money or you’re investing for yourself, chances are you will deal with someone else at at some point. Maybe it’s a financial adviser. Or an investment broker. Or both. So, what’s the difference between a financial adviser and a broker? A lot, as it turns out. However, you are […]

Two of the most popular investment vehicles are mutual funds and exchange traded funds. For many people though, these two investments tend to blur together. There is a lot of confusion among amateur investors between the two. How are they the same? How are they different? Does one have more benefit than the other? Most […]