Can I Trade Options on an Index?

Passive investing has exploded in recent years. Investing in broad-market indexes has surged in popularity and costs less than ever before. You can take this approach to the next level by incorporating option trading in addition to index investing.  The easiest way to trade options while index investing is with the use of Exchange-Traded Funds (ETFs).   Investors looking for lower-cost, …

Part 2: Control Your 401(k) Destiny

“It’s my money and I need it now.” You’ve probably seen the JG Wentworth® commercials that say, “It’s my money and I need it now!”  Well, 401(k) plans dictate how you can have access to your own money.  Yes, it’s your money but you may not be able to get it now! Believe it or not, many plans only have a …

Part 1: Control Your 401(k) Destiny

“An investment in knowledge pays the best interest.” -Benjamin Franklin Have you ever asked yourself who is in control of your 401(k) savings plan(s)?  Like many plan participants, you may think you’re in control. But the truth of the matter is that while you get to choose how to invest your retirement savings in an employer-sponsored plan, that’s about the extent of your …

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.