I get asked about today’s topic on a pretty regular basis so I thought now would be a great time to discuss active and passive mutual funds and ETFs. I am including exchange-traded funds because, in recent years, some ETFs have become active. In today’s blog, I am going to explain the difference between active and passive funds as well as some of the pros and cons of investing in these types of funds. Whichever one is right for you, let’s make the choice a financially simple one!

Recently, I provided an expansive look at real estate investing. I detailed why you should invest, when to do so, and how to pay for it. With today’s article, I’d like to take that a step further and show you how to maximize your return on investment by explaining how to minimize your taxes when selling real estate investment properties. There are a lot of different ways to reduce your tax bill but by the end of this blog entry, you will be able to sell with confidence, knowing the most effective and legal ways of mitigating your tax burden. So join me as I make selling your real estate investments financially simple!

As we continue our deep dive into the world of investments, I’d like to talk about an investment strategy that you may not have considered as a business owner. Because of the fact that I’m a business strategist, you might be surprised to hear me say I recommend NOT investing in your business… at least not solely. Although it may seem counterintuitive, you should be investing in assets that are outside of your business. Join me as I explain why investing in your own business may not always be the best long-term strategy.

Nobody wants to be the one person in the room that has no idea what everyone else is talking about. With that said, today we’re going to talk about another term that you might often hear but may not fully understand – dollar cost averaging or DCA. What is it? What are its pros and cons, and how can it help you as a business owner?