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Category: Investments

Monthly Market Insights – August 2019

Click the link below for our Monthly Market Insights for August 2019 http://www.mraadvisory.net/campaigns/monthly-market-insights

WealthBuilder Portfolios July Performance Data

Our WealthBuilder Portfolio Fact Sheets with July performance data are now available online at https://mraadvisory.com/wealthbuilderportfolios/ WealthBuilder Investing is digital investing and planning based on your unique needs with no account minimums or commissions. Our free financial planning tool lets you sync all your accounts to get a clear view of your money and plan for your financial future. Track spending, set saving goals and view your net worth all in one place! https://mraadvisory.com/free-financial-planning-tool/ You can schedule a…
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Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a letter of instruction. Durable power of attorney Incapacity can happen to anyone at any time, but your risk generally increases…
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WealthBuilder Portfolios June Performance Data

Our WealthBuilder Portfolio Fact Sheets with June performance data are now available online at https://mraadvisory.com/wealthbuilderportfolios/ WealthBuilder Investing is digital investing and planning based on your unique needs with no account minimums or commissions. Our free financial planning tool lets you sync all your accounts to get a clear view of your money and plan for your financial future. Track spending, set saving goals and view your net worth all in one place! https://mraadvisory.com/free-financial-planning-tool/ You can…
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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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