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September 2020 – Market Commentary

Market CommentaryJust like July, August proved to be a profitable month for both our portfolios and the stock market indices. The DOW Jones is still down year to date, but made more strides in August in get back to break even (Source: https://finance.yahoo.com/quote/%5EDJI/history?p=%5EDJI). Recently, the tech heavy Nasdaq lost nearly 9% and over the past

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Ken Wink•
Mutual Funds vs. ETFs: Simple Guide to Diversifying Your Portfolio

Mutual Funds vs. ETFs: Simple Guide to Diversifying Your Portfolio

Now that we have finished discussing diversification, we will dive into the most popular and arguably one of the easiest ways to diversify. That is right. This month, we are comparing and contrasting Mutual Funds and Exchange-Traded Funds. (If you have not read the past few blog postings, we highly suggest you do. We covered

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James Wink•