Financial Planning

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Money Market Fund

What is a Money Market Fund? A money market fund is a mutual fund with investments in high-yield money market ...

stocks covid

Mid-Cap

What is a Mid-Cap Stock? Mid-cap refers to the market capitalization of stocks of companies with market values between $2 ...

Exchange Traded Funds (ETFs)

What Is an ETF? Exchange-traded funds are very similar to mutual funds, except that they trade throughout the day on ...

college savings

Blue Chip

Blue Chip Meaning A blue chip is a high-quality, relatively low-risk investment; it usually refers to stocks of large, well-established ...

Index Fund

Index Fund Definition An index fund is a type of mutual fund with a portfolio designated to match or track ...

Executor

What Is an Executor? An executor, also called an executor of estate or executor of will, manages your estate after ...

family finances

What Everyone Should Know About Their Family Finances

I work with many clients who have lost a spouse, gone through a divorce, or are wondering what they should ...

The Benefits of a Backdoor Roth Contribution

The most popular retirement account of the past decade is the Roth IRA. It offers tax-free growth, tax-free withdrawals after ...

What is a Mega Backdoor Roth IRA?

Most people have heard of Roth IRAs. Those who qualify typically contribute and those who do not qualify can sometimes ...