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Money Management

Passive investing using Exchange Traded Funds (ETF’s)

Exchange Traded Funds (ETF’s) are a low-cost, tax efficient way to invest into passively managed index funds such as the S&P 500, the Dow Jones, the NASDAQ, as well as a host of other indexes.  Depending on the level of risk you wish to take, from conservative to aggressive, we structure your investment portfolio to meet your investment objectives.  We control the risk by the mix of the investments you own.  

Actively managed no-load mutual funds

There are over 9,000 mutual funds in the US.  Approximately 80% of mutual funds perform below their benchmarks whereas 20% perform at or above their benchmarks.  Through the use of financial search engines and research we are able to identify those no-load mutual funds with above average results.  Your portfolio will consist of a blend of no-load mutual funds to meet your investment goals and risk tolerance.  

Bond Portfolios

A portfolio of bonds is traditionally considered more conservative than a portfolio of stocks.  Whether you wish to invest in individual bonds, tax-free municipal bonds, bond ETFs or no-load bond mutual funds, we have many investment strategies and portfolios to choose from to meet your investment objectives.

Why do many investors use a trailing stop-loss to limit losses?

What is a stop-loss?  When you invest, you expect the value to go up.  If instead the value goes down, you may want to limit your loss by selling it if it declines below a certain point.  For example, your investment is at $10 per share and you want to limit your loss to 5%.  If the investment drops to $9.50 per share your stop-loss will be triggered and we sell the investment and “stop the loss”.  We have created diversified portfolios that we monitor on a daily basis with trailing stops in an attempt to reduce volatility (large losses).

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