by MRA Advisory Team | Aug 18, 2021 | Fidicuary, Finances, Portfolio
One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. Withan actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in...
by MRA Advisory Team | Aug 4, 2021 | 401(k), Finances, Investments, Portfolio, Socially Responsible Investing, Women & Wealth
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your...
by MRA Advisory Team | Jul 20, 2021 | Finances, Financial Savings, Investments, Portfolio, Retirement
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U),...
by MRA Advisory Team | Jul 13, 2021 | Finances, Financial Savings, Investments, Planning, Portfolio, Retirement, Women & Wealth
As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets can be converted into an ongoing stream of income. Distribution funds are one way to simplify that process. Distribution funds are actively managed mutual funds that...
by MRA Advisory Team | Jun 29, 2021 | Debt, Finances, Financial Savings, Portfolio, Real Estate
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for...
by MRA Advisory Team | Jun 22, 2021 | 401(k), Fidicuary, Financial Savings, Investments, IRA, Planning, Portfolio, Retirement, Socially Responsible Investing
Saving builds a foundation The first step in investing is to secure a strong financial foundation. Start withthese four basic steps: • Create a “rainy day” reserve: Set aside enough cash to get you through an unexpected period of illness or...
