My Favorite Stock ETF is OMFL
Currently, my favorite stock ETF is the Invesco Russell 1000® Dynamic Multi-Factor ETF. The ticker symbol is OMFL. Let’s go through the name of this ETF and see what each of the parts means. Invesco is a largeRead more
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Currently, my favorite stock ETF is the Invesco Russell 1000® Dynamic Multi-Factor ETF. The ticker symbol is OMFL. Let’s go through the name of this ETF and see what each of the parts means. Invesco is a largeRead more
It is important to understand that just because the stock market has done very well in recent memory (2022 excluded), does not mean that will always be the case. It can be easy to assume that stocks always go upRead more
As I am sure you know, the stock market in 2022 has had a terrible year. As of October 10th, it is down 24% for the year. Could the bottom be near, and the markets go higher from here? Read more
If you follow financial news, you will have seen reports about the Federal Reserve’s new inflation target. Rather than using their goal of a 2% cap on inflation, the Federal Reserve would like to see inflation average 2% over anRead more
I want to show you how to replicate the Vanguard Personal Advisor Services investments with another Vanguard offering, possibly saving you thousands of dollars per year. There is a certain allure to the Personal Advisor Services because Vanguard will investRead more
There is a class of stock funds marketed as being “less risky” than the general market. They are called low volatility or minimum vol. ETFs. I will compare three popular low volatility ETFs funds to the S&P 500 indexRead more
Are Schwab Intelligent Portfolios® the best robo advisor for retirees? In this post I will explain why I think the answer is yes. Charles Schwab Inc. is a huge investment company known for offering low cost investments. They are the original discount broker. With their recentRead more
If you receive a pension, what stock allocation percentage should you use in your investment accounts? Every retiree or soon to be retiree needs to determine how much of their investments to place in stocks. The standard answer for retireesRead more
Last week I attended the IMN Global Indexing and ETFs conference in Dana Point, California. One excellent benefit of living in North County San Diego is that many investment and financial planning conferences come to San Diego or Orange County. Read more
The Best Method for Managing Your Own Retirement Investment Portfolio Your investment portfolio during retirement must be able to handle several issues. It must allow for withdrawals sufficient to cover your lifestyle It must increase enough to overcome inflation It mustRead more
A Roth IRA account is a great way to create a million dollar retirement. Types of IRAs – There are two main types of IRAs, a traditional IRA and a Roth IRA. The taxes on these two accounts work differently. Contributions to a traditional IRA are taxRead more
Should you open a SEP IRA or Simple IRA if you are a one-person business? This review is for a one-person business whose owner is age 50 or over. It is NOT from the point of view of a small business with a fewRead more
I am writing today to make you aware of some things that are going on behind the scenes that are contributing to the current stock market sell off. Last week I went to the Fixed Income and Dividend InvestingRead more
Happy New Year, and welcome to market prediction season! At this time of year, every Wall Street firm and business magazine puts out their predictions for the stock market’s upcoming year. After much analysis and secret sauce, they come upRead more
On Thursday of this week, I went to the 32nd Annual San Diego County Economic Roundtable at the University of San Diego. It featured six professionals who work in different segments of the San Diego economy. Here are my takeaways fromRead more