Between late 2007 and now, the Fed’s balance sheet grew from $830 billion to $4.5 trillion. It will very likely take years for the Fed to pare that down.
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the different ways investors can invest in real estate, including rental properties, commercial real estate, REITs and limited partnerships.
Troy Harmon, CFA, CVA, K.C. Smith, CFP®, and Jarrett McKenzie, CFP®, CWS®, discuss a situation of an investor who decided to invest in a “Trump Portfolio” without consulting his financial adviser. They cover the excessive fees the investor paid and how he inadvertently put himself at risk because his investment created an overexposure in several holdings.
Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.
Managing Associate K.C. Smith, CFP® and Senior Associate, Jarrett McKenzie, CFP®, CWS® explore the situation of a couple who are directing their investments into mutual funds. The experts discuss the benefits of mutual fund diversification, the fees associated with owning shares and some issues to watch out for.
Our experts address a listener’s question on growth and value investing. They focus on the fundamental differences, when one style is more in favor and how we prefer to invest long-term.
Our experts discuss 2016’s turbulent start and what active investors should be looking for in the market today.
Our experts discuss a case study about a couple who is trying to work Social Security benefits into their Ten Year Rule investment strategy.