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What are ETFs?
What Is an ETF?An Exchange Traded Fund (ETF) is a type of security that holds small proportions of other securities, like equities, that often track an underlying index. ETFs are in many ways like mutual funds; however, ETFs are traded throughout the day and listed on...
How do the SECURE Act and the CARES Act affect my retirement accounts?
Be sure to use the laws to your advantage when considering what to do with your retirement accounts.Change is abundant in 2020, and some important changes have been made concerning retirement and Required Minimum Distributions (RMDs). If you turned 70 ½ during 2019,...
Is your financial advisor actually a salesperson? 9 questions to ask to find the right advisor for you
Here are the right questions to ask so you know what’s going on behind the scenesIf the topic of wealth feels like something that’s “too confusing” to learn and you currently have a financial advisor, have you ever wondered why they haven’t helped you understand the...
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Disclosure: Investment Advisory Services offered through WR Wealth Planners, a Registered Investment Advisor. Learn More.