ETF Portfolio

Exchange Traded Funds (ETFs) are quickly becoming a significant piece in investment portfolios. As of December 2011, the total assets in ETFs exceeded $1 Trillion. Like index mutual funds, they track a basket of assets. Unlike index funds, they can be traded throughout the day and are optionable. This opens up the possibility to make them an integral part of a Snider Investment Method portfolio.

There is No Such Thing as a Free Lunch

Investment expenses have always been a hot button issue within our organization. We’ve spent years stressing the importance of understanding and controlling the fees and expenses within investment strategies. The inability to compare fees across different investment products is one of my major complaints about the entire industry.

Generation Perspectives on Financial Responsibility

Does a 25-year-old view financial responsibility to family members differently than someone who is 45? Or 65? According to the MetLife Mature Market Institute’s recent study, Multi-Generational Views on Family Financial Obligations, they do. The study reveals there are some distinct differences between the views of Baby Boomers, Generation X, and Generation Y.