One of the longest-standing debates in investing is over the
relative merits of active portfolio management versus passive
management. With an actively managed portfolio, a manager
tries to beat the performance of a given benchmark index by
using his or her judgment in selecting individual securities and
deciding when to buy and sell them. A passively managed
portfolio attempts to match that benchmark performance, and
in the process, minimize expenses that can reduce an investor's
net return.
What is a Certified Financial Planner
A CERTIFIED FINANCIAL
PLANNER™ professional or a
CFP® practitioner is a financial
professional who meets the
requirements established by
the Certified Financial Planner
Board of Standards, Inc.
Market Volatility
On Wednesday of last week, the S&P 500 index reached a milestone that has occurred only three other times since World War II.
Retirement Income Transition Are You Ready to Retire? The question is actually more
complicated than it first appears,
because it demands
consideration on two levels.
Benefits Tax-Advantaged Savings Vehicles Taxes can take a big bite out of
your total investment returns, so it's
helpful to look for tax-advantaged
strategies when building a portfolio.
Setting Targeting Invest Goals
Go out into your yard and dig a big hole. Every month, throw
$50 into it, but don't take any money out until you're ready to
buy a house, send your child to college, or retire.
Myths & Facts Social Security Myth: Social Security will provide most of the income you
need in retirement Fact: It's likely that Social Security will provide a smaller
portion of retirement income than you expect.
11720 Amber Park Drive, Ste. 150 - Alpharetta, GA 30009
Phone: 770.410.4088 - Email: info@e-planmark.com
Securities offered through LPL Financial Member FINRA/SIPC - Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.
Home 
