Lump Sum Investing

Lump Sum Investing

Do as I say not as I do! There are two schools of thought on what to do with a large single payment regarding investing. The math clearly states you are better off to invest the lump sum rather than put in money over time. The key is your holding period or how long...
Unit Investment Trusts

Unit Investment Trusts

In 1924 there were no fax machines, email or cell phones.  There also weren’t easy ways for common people to invest their money. This was the Roaring 20’s and people wanted their share of the excitement. The solution was to create three types of investment trusts...
What is a CEF?

What is a CEF?

The majority of mutual funds that are used in retail investment accounts and 401k plans are considered to be open-ended. Simply put, you invest your dollars in a fund with many other investors. The manager of the fund then buys stocks, bonds or both and divides the...