Although recent media coverage might lead you to believe that "smart beta" investing is a new-fangled trend, the truth is it has existed for decades. I am a fan of the concept and have been incorporating it into my client's accounts for years. Here is an excellent article on smart beta investing written by Dave Gedeon, Head of Research & Development at Nasdaq Global Indexes.
Read moreMonth: July 2016
18 Jul 2016
1 Jul 2016
Overwhelmed with student debt? Confused about the multitude of repayment options? Give me a call - I can help point you in the right direction. Plus, I can help with all of your other financial planning and investment needs. As a lawyer and a financial planner, I am happy to share the following article that Heather Jarvis, a former lawyer turned student loan expert, wrote for the XYPN Blog.
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