Year end tax tips and financial housekeeping

Year end tax tips and financial housekeeping Jingle bells…jingle bells…jingle all the way… Geez, right around the corner isn’t it? The holiday season signals the end of something old and the beginning of something new.  It’s a great time of…
Smart Beta ETFs for your Portfolio

The boom of the Exchange Traded Fund (ETF) industry over the last decade has been great for many financial firms but also great for retail investors.  Many ETFs help investors simplify their portfolio and keep their investing costs low.  These…
November 2016 Dividend Income Update

How many stocks should I own? How many do you own? Those are investing questions that I receive often. I’ll tackle those questions again today along with this new one from a reader. “Hi, I’m moving towards a dividend portfolio,…