Passive Investing

How To Invest

Investing is not always about what you do (i.e. choosing where to invest), it’s equally about what you do not do.  In many cases, doing nothing is the best strategy.  One of the primary, less mentioned responsibilities of a Financial Planner is to protect clients from themselves, especially in the short term when they are …

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Active vs Passive Investing – Do You Know The Difference?

Recently I blogged about the importance of no longer using Mutual Funds.  One of the reasons for making this bold statement is that Mutual Funds are often times actively managed investments and as a result incur unnecessary taxation and cost. You see, one of the most important decisions you have to make is whether to …

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