by Ben Hockema, CFP® | May 3, 2024 | ETF, Investing
For many investors, once they have made a decision to purchase an ETF or mutual fund, they tend to breathe a sigh of relief and move on. Although there needs to be significant upfront due diligence in selecting investments, we do not recommend blindly trusting that...
by Ben Hockema, CFP® | Mar 13, 2024 | Investing
This post is the second of our series looking behind the scenes of how we manage portfolios for our ongoing clients. Behind the Scenes of Your Portfolio: RebalancingOften overlooked when thinking about your portfolio are the different ways that taxes are generated,...
