What is your fund rating system and how does it work? I rank mutual funds and ETFs based on my proprietary C metric. C is the risk-adjusted relative performance number. Risk is measured by a fund’s monthly volatility. Relative performance is
A Quick Guide to Help Reduce Financial Stress
When it comes to saving, investing, and trading funds, there are many stresses that present themselves. We have briefly discussed in a recent blog of the large percentage of individuals who have little to no savings account; this suggests evidence
More Than Half of Americans Have Less Than $1,000 in Their Savings
We found this recent survey by GoBankingRates.com very fascinating and motivating. As an investment services company, these results were interesting to look over, and we wanted to share them with our members and readers! If you are struggling to grow
More 401k Mistakes to Avoid
Besides using one’s age to determine one’s asset allocation between stocks, bonds, and cash, what other common mistakes do 401k investors typically make? There are four fairly well known ones. Never changing allocations Staying with the laggards Diversifying for no