Trading Platforms

We have recently seen trading platforms that have frozen their clients out of the segments of the market at critical times. This is a major concern or should be if it is not to those investors.  These days all of our transactions are virtual, and few have any paper on...

Financial Literacy

“The need for investor literacy and, by extension financial literacy as a whole, is still paramount,” said Ken Zendel, CEO of the National Association of Investors, a nonprofit organization geared towards investor education, which had growing membership in 2020. This...

Thematic ETFs

Investors continue to pour money into exchange-traded funds, or ETFs, in 2021 after sizable inflows in 2020 ($507 billion) and 2019 ($326 billion). While the Federal Reserve is partly responsible for 2020’s record flows, the liquidity, tax and diversification benefits...

Wealth Creation

“Far too many are missing out on the basic building blocks of wealth creation because of lack of knowledge, exposure and opportunity.”  Ken Zendel, CEO of the National Association of Investors There is a formula for wealth creation.  That is beyond being born into it...

Side Gig

I have been harping that everyone should have a side business to supplement their income and savings. The pandemic helped drive that point home with a vengeance.  How many people all of a sudden became unemployed?  Granted this time there was more assistance with the...

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