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Category: Estate

Is it Time to Declare Your Financial Independence?

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Your dream might be to finally pay off the mountain of debt you’ve accumulated, or to stop relying on someone else for financial support. Or perhaps your dream is to retire early so you can spend more time with your family, travel the world, or open your own business. Financial independence, however you define it,…
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Exchange-Traded Funds: Strategies Can Be Trendy or Tried and True

As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled. An ETF is a portfolio of securities assembled by an investment company, similar to a mutual fund. An ETF’s underlying investments are often selected to passively track a particular market index, but some may…
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Mid-Year Investment Check-Up

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through the year is a good time for a checkup. Here are three questions to consider. How have my investments performed…
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Digital Investing and Planning with a Human Touch

WealthBuilder Investing is a digital investing and planning solution based on your unique financial needs. Visit our website today and see how WealthBuilder can work for you!

MRA Sits Down with Cole Ferry

MRA Advisory Group sat down with Cole Ferry. Here is what we learned: Cole Ferry is a personal property appraiser who assists clients with written certified reports for insurance, donation, and estate purposes. He is an Accredited Member of the Appraisers Association of America and was recognized with the organization’s “Service to Education Award” in November 2018. He is a graduate of Rutgers College and New York University and was a contributor to Appraising Art:…
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