Mutual Fund/Exchange Traded Funds

We are able to use Exchange Traded Funds in conjunction with no-load, actively managed mutual funds to build a core portfolio. Mutual funds are pooled investments comprised of the capital of many individual investors. These offer the smaller investor access to markets or products that he or she might otherwise be unable to participate in without significantly greater capital. They also enable investors to participate in the profits that can be generated when markets or sectors decline. For example, some exchange traded funds increase in value when an index like, say, the S&P500, goes down. These are called "inverse ETFs".

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