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Category: MRA Advisory Group

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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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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Have You Checked Your Tax Withholding Lately?

If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time to check your withholding. It may also be time if there are changes in your life or financial situation that affect your tax liability. For example, have you recently married, divorced, had a child, purchased a new home, changed jobs, or had a change in…
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Monthly Market Insights – June 2019

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

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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