Posts by James Baskey, EA
ETFs vs. Mutual Funds
ETFs vs mutual funds, which one is better for me? Ali vs Frazer. Magic vs Bird. McEnroe vs Borg. All three have brought endless hours of debate on who is superior. As of the last decade in the world of finance that rivalry has been ETFs vs. Mutual Funds. ETFs track an index, such as…
Read More7 Reasons You Need Life Insurance
Benjamin Franklin once said, “Nothing is certain except death and taxes.” Franklin was wise beyond his years by stating that back in 1789, the quote is still true today. No one wants to talk about taxes and certainly not death but both inevitably happen. The conversation with loved ones surrounding death can become awkward &…
Read MoreIs It Ever Too Late to Save for Retirement?
Can I ever retire? How am I going to be able to afford retirement? Two questions that may be running through your mind — especially if you’re nearing retirement age. LeBron and the Cleveland Cavs didn’t lose hope in the NBA finals from what has never been done before with such a deficit. So, neither…
Read MoreWhat Do I Do With My 401(k) When Leaving My Job?
Retirement? Onto the next great adventure? Kicked to the curb? Leaving your job can be filled with emotions no matter the reason. You’ve worked hard and diligently contributed to your 401(k). The next move you make can have a significant impact on your retirement success. It’s incredibly important to know and educate yourself on your…
Read More5 Places To Put Your Money For Millennials
For millennials, the transition from college into the “real world” can be eye-opening, refreshing, scary and even overwhelming. The unemployment rate is the lowest since November of 2007 and more people are pursuing the “American Dream.” Increasingly I hear millennials say they should start, but have other things to worry about first. It’s my generation,…
Read MoreMarch Madness Investing
With the first two rounds of the 2016 NCAA Tournament in the books, we have all seen our brackets that we felt so strongly about go bust. I don’t think anyone saw 2 seed Michigan State going down to Middle Tennessee State in what was by far the biggest upset going into the Sweet 16.…
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