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Are you a mutual fund investor? Learn about how capital gain distributions may impact you and your taxes. Senior Financial Planner, Nathaniel Ritchison, CFP®, AIF® provides an overview of capital gains and potential strategies for mutual fund investors. FREE GUIDE | End of Year Tax Strategies Transcript The pain being felt by investors could get […]
What are exchange-traded funds, and what’s the difference between mutual funds and ETFs? In this video, Amy Cattelino, CFP from Pure Financial Advisors explains investing in an exchange-traded fund. Transcript: What are ETFs? An ETF is an exchange-traded fund. That’s what the acronym stands for. Now, think of an ETF like the trendier, younger version […]
Is indexed universal life insurance good for estate planning, investing or as a tax shelter for high-income earners? Should you pay debt or save if you only have $100K saved for retirement at age 66? Should extra money be invested in your 457 or brokerage account? ETFs or mutual funds? And with the new tax […]
What exactly is the difference between bonds vs stocks vs mutual funds? And how do exchange-traded funds fit int he mix? In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® explains. Learn More About Different Types of Investments and Investment Vehicles Transcript So, today we’re going to talk about stocks, and bonds, and […]
