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Alphabet Soup of Designations

On 08/25/2012, in Financial Advisors, by Jordan Wilson

In Financial Advisor Qualifications, I noted there is a veritable alphabet soup of financial service designations. There are so many different accreditations that it can be difficult to assess and compare financial professionals.

So the timing of this announcement was interesting (at least to one with no life, like me). 

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Top 10 Best Things About Mutual Funds

On 02/03/2012, in Mutual Funds, by Jordan Wilson

Started reading Morningstar’s “Fund Spy” last night.

A gift from the nice folks at Morningstar, so thanks.

In it, Morningstar produces a chart with the top 10 best things about mutual funds.

An interesting list. 

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Actively Managed ETFs

On 12/06/2010, in Exchange Traded Funds, by Jordan Wilson

To date, we have focussed on passively managed exchange traded funds (ETFs).

But ETFs may also be actively managed.

Quite a new development, but some investors consider them a sexy investment.

You can decide by the end of this post how attractive they are for your portfolio.

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