Author - Victor Cannillo

1
Taking a Closer Look at ETFs – the Importance of Liquidity when Investing
2
Tips to avoid Phishing Scams
3
Why Choose Fiduciaries?
4
Keeping Your Portfolio “Balanced”
5
Converting your IRA into a Roth IRA – What to Know

Taking a Closer Look at ETFs – the Importance of Liquidity when Investing

A 30-second read by Nicholas Scheibner: You may have heard about low- or no-expense-ratio Exchange-Traded Funds (ETFs), but cost is not the most important factor when investing in an ETF – it’s liquidity. You want to make sure that the ETF you’re investing in has a high daily volume of trading. Everything can seem great with an ETF … Continue reading Taking a Closer Look at ETFs – the Importance of Liquidity when Investing Read More

Tips to avoid Phishing Scams

A 60-second read by the Baron Team: It is not uncommon to turn on the news or read an article and hear about a new scam or hacking event. In the past, we have discussed tips to avoid phone scams and provided information about the Equifax data breach. Our Personal Cybersecurity webinar also contains helpful … Continue reading Tips to avoid Phishing Scams Read More

Why Choose Fiduciaries?

A 30-second read by the Baron Team:  Registered Investment Advisers (RIAs) are fiduciaries. We are legally bound to put our clients’ interests above our own.  As a fiduciary, we are required to act with undivided loyalty to the client, which includes disclosure of compensation. Not all advisors have the same legal responsibilities as a fiduciary, … Continue reading Why Choose Fiduciaries? Read More

Keeping Your Portfolio “Balanced”

A 60-second read by Victor Cannillo:  If your goal is to invest over the long-term, totally avoiding a sector solely on the basis that it has recently performed well would not be prudent.  Long-term investors should identify a globally-diversified strategy, spread across many sectors, that is risk appropriate and helps them achieve their goals.   At … Continue reading Keeping Your Portfolio “Balanced” Read More

Converting your IRA into a Roth IRA – What to Know

A 60-second read by Nicholas Scheibner:  The main difference between a Traditional Individual Retirement Account (IRA) and a Roth IRA is that with a Roth IRA, you pay taxes upfront, so that when you are in retirement, you can make withdrawals tax-free. If you are considering converting your IRA into a Roth, here are a … Continue reading Converting your IRA into a Roth IRA – What to Know Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login