Developing a Financial Plan

June 25, 2018

What is the difference between Cumulative vs. Annualized Return?

Annualized return is the return on investment received that year. Cumulative return is the return on the investment in total. For instance, the money gained in […]
June 25, 2018

What are the biggest mistakes investors make?

Starting too late Paying high fees Investing Emotionally Using a one-size-fits-all plan Not taking taxes into consideration Overly Risky Investing ► Starting Too Late The time to […]
June 25, 2018

What are derivatives and options?

Derivatives are investments whose values derive from the security which they are based on. Options can be useful in making a portfolio less risky. Derivatives can […]
June 25, 2018

How should I allocate my IRA investments?

IRAs are just like any other investment – you should take into consideration how much risk you are willing to take on and act accordingly. For […]