Selecting the right trustee is a crucial consideration when creating a trust. The process may be straightforward or it can quickly become overly complex and burdensome. We’re here to help with our article on some basic factors to consider when evaluating who may be an appropriate trustee.
Do You Have Company Stock In Your 401(k)? Consider NUA
ETFs and Mutual Funds
Exchanges Traded Funds (ETFs) and Mutual Funds make up more and more of the global investment landscape. Therefore, they continue to be an increasingly common piece of individual investor’s portfolio with each passing year. It is crucial for an individual investor to actually understand these products and the differences between them.
Recovery Rates
Investing can be hard. Sequence of returns matter. A decline in markets and investment portfolios can require a startlingly high recovery rate to return to the initial value. Proper management of risk and diversification can help neutralize some of the impact from inevitable market declines and swings.