woman with tablet-diversified index fund portfolio

8 Steps To Creating A Diversified Index Fund Investment Portfolio

The great part about structuring a diversified index fund DIY portfolio is that once it’s complete, it requires minimal attention. Annual rebalancing and updating prices, dividends and capital gains and you’re done managing your investments.  Take control of your investing today and eliminates financial worries of tomorrow.

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Accredited Investor Opportunities

The world of investing is already diverse: all you have to do is build a portfolio with a mix of asset classes, and you’re well on your way to meeting your financial goals… right? Maybe not. There are a multitude of new investment opportunities popping up, including many accredited investor opportunities. Find out how to become an accredited investor (or qualified investor) and whether these opportunities might be for you.

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Bitcoin ETF-Asian woman holding Ethereum coin

Should I Buy A Bitcoin ETF?

Find out if you should invest in a Bitcoin ETF or cryptocurrency. Learn the crypto investing basics, how to invest in ETFs for Bitcoin, blockchain and crypto-related assets. Learn if Bitcoin investing is for you, or not.

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Girl wondering-How to Choose Mutual Funds

How to Choose Mutual Funds? Reader Question

“I would like your opinion and advice on how I should allocate my investments and my daughter’s investments among mutual funds. Both our accounts are with Fidelity. I am 56 and plan to retire at 60. I have $400,000 in IRAs (Traditional and Roth). My daughter is 24 and has $65,000 in an individual acct and $50,000 in both Roth and rollover IRA. There are so many funds to choose from and I feel overwhelmed. Any suggestions would be helpful.”

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