In this article, we highlight the benefits and limitations of actively managed ETFs vs mutual funds, followed by a discussion of the evolving industry landscape.
We then preview forthcoming innovations to active ETFs that stand to disrupt the status quo of active management and level the playing field vs passive investments. (Read or Listen)
Studies show that women have better investing outcomes than men, despite claiming less knowledge and confidence, which I find fascinating.
We asked 14 female financial professionals and educators to offer their advice on how women can become more confident investors. Here’s what they had to say. (Read)
Unlike many financial advisors, XY Planning Network advisors don’t have minimum asset requirements and work with all types of clients, especially Generation X and Generation Y individuals and couples.
And each can work with you virtually, so you can prioritize finding the right advisor for your unique needs, no matter where you live. (Read or Listen)
Good financial advisors listen to learn your investment goals, how comfortable you are with risk and take your personal circumstances into account to then advise you on the best investment options, products and services offered by their firm based on your financial resources, needs and requirements.
Dedicated to women on their own who want a true partner in $$ decision-making.
Fee-Only | Fully Independent | Fiduciary
Punta Gorda, Florida
Smart money strategies for faith-driven parents.
Plan your Work-Optional Lifestyle with The Essential FORMula®
Keil Financial Partners
New Berlin, Wisconsin
Find your ideal retirement strategy with our 5 step retirement income process.
Mercer Street Company
Think of us as your personal financial Sherpa on your life’s journey.
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We coined the term wealthtender to describe financial professionals and educators passionate about helping others reduce financial stress and increase their wealth.
While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals who are best for you, even if that means they don’t live nearby.
In today’s world, you can choose to work with a financial advisor or coach hundreds of miles away or a few blocks down the street. It’s up to you.
Our growing library of articles and guides will help you get to know financial professionals who specialize in working with people like you who share your interests, occupation or are experts in the services you need today.
You deserve a trusted guide who can help you reach your money goals with a personalized plan. Let’s find the right wealthtender for you.
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