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Do you know what you own?
by Nick Garofalo, Openhanded Wealth
The year is 1860. It’s about a year before the official start of the Civil War and the 33-member nation known as the United States hasn’t even had her 100th birthday yet. Much of the land that would one day join the union was still separated by vast, uninhabited plains, mountains, and natives. The United States government was actively working to expand its railroad infrastructure to meet the growing demand. Although the steam locomotive had reached American soil 30 years before, the network of railway lines was still relatively small, connecting only major cities and hubs. But it was quickly expanding across the greater countryside of what would one day become the continental US.
WTF is an ETF?
by Ally Ecklund, Zestiny Wealth
Excuse my French but more of us out there know what the common expression of frustration WTF means than what an ETF is. I’m keeping this PG here and will let you navigate to Urban Dictionary if you would like to learn what WTF means.
I could go on an on about the jargon in the investment industry but let’s start with this term and break down the who, what, when and why of ETFs.
Invest Smarter, Not Harder
by Joe Morgan, Best Financial Life
DALBAR’s annual update of the Quantitative Analysis of Investor Behavior (QAIB) study reveals a clear pattern. When we make moves in our portfolio, we are more likely to be losers than winners.
The study takes an academic approach to fund flows for individual mutual funds. It shows: When people are buying stocks, when we are selling them, and the study consistently shows that we buy high and sell low.
From 1992 to 2021, the average equity investor gained 7% each year. In contrast, the stock market experienced an annual increase of nearly 11%. This includes all the crashes that investors remember well.
How to Read a Fund Report – Understanding Key Investment Metrics
by Michael Reynolds, CFP®, Elevation Financial
Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.
We’ll walk through the key components of a fund report and break down important terms like Net Assets, Number of Holdings, Net Advisory Fees Paid, and Portfolio Turnover Rate to help you understand what they mean and how they impact your investments.
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
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