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What is a Mutual Fund?

Click on the image to watch the video.

Click on the image above to watch the video What is a Mutual Fund? In Today’s Investing Basics For Savvy Women, Steve covers “What is a Mutual Fund”. Steve Wolff is a Managing Partner at Savvy Women Wealth Management in

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How to Vet Investments

How to Review Investments

Click on the image above for the video How to Vet Investments? Investing can be a great way to make your money grow. But it can also be risky too. It is important for you to have a good idea

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What is a Mutual Fund

Today’s tip will cover “What is a mutual fund?”

What is a Mutual Fund? Today’s tip will cover “What is a mutual fund?” A Mutual fund is an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such

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What is a REIT?

What is a Real Estate Investment Trust

Today’s tip will cover “What is a REIT?” A REIT, also known as a Real Estate Investment Trust is a company that owns, operates or finances income-producing real estate.  You can invest in REITs either by purchasing shares directly on

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Investing in Real Estate

Investing in Real Estate

Today’s tip will cover “How do I invest in Real Estate?” There are several ways for you to invest in Real estate. You can buy property which requires a down payment, money to maintain the property and the ability to

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How Will Tax Reform Affect 529 Plans

Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary

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Why Choose a 529 Plan for College Savings

Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes.  These types of plans were introduced in 1996 to help taxpayers save for college

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What is a Trust?

  What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals

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