Jun 16, 2024 | Investments
Written by: Tricia Rosen, CFP®, MBA, EA, Principal of Access Financial Planning, LLC ETFs vs Mutual Funds: What’s the Difference? Exchange Traded Funds, or more commonly referred to as ETFs, and mutual funds are a popular choice for investments. There are many...
Apr 24, 2024 | Investments
Written by: Tricia Rosen, CFP®, MBA, EA, Principal of Access Financial Planning, LLC The Unexpected Downside of Passive Index Investing Index funds are more popular than ever, with lots of good reasons for it. However, the downside of passive index investing can catch...
May 24, 2021 | Investments
We’ve all heard the stories or have been affected by it directly. Rising prices and short supply for items like lumber, chlorine for the pool, and toilets for your bath renovation are becoming increasingly common. Add to that the stimulus infusion into the...
May 21, 2021 | Investments
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios, even in spite of it’s volatility. Background of Cryptocurrencies and...
Mar 26, 2021 | Investments
Because of the recent rapid growth in many stocks, employees who receive some form of equity in the company they work for as part of their compensation may now have a large percentage of their net worth tied to the value of the company. This is in addition to the...
Mar 26, 2021 | Investments, Tax Planning
Investing has become more accessible to more people than ever before due to the elimination of trading fees, the ability to purchase fractional shares of a stock, and the user-friendliness of investing apps. Investing in the stock market is one of the few ways to...
