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Category: Investor Center
Part news analysis, part commentary, ETF MarketPro’s Keeping Up column goes beyond the headlines to give ETF investors new insights into investing with ETFs.
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John has recently finished his studies, landed a new job and wants to begin putting some money to work in the market as well as pay down his student loans.
Cathy is a few years out of school and has been participating in her company’s stock purchase program. Her company’s stock has done well and now represents the majority of Cathy’s portfolio.
Jessica has been investing for awhile and took steps a couple of years ago to begin to diversify her portfolio. However, she is now concerned that the portfolio isn’t correctly balanced and wants to minimize any selling due to tax consequences.
Frank is a 55 year old executive with a $3 million portfolio. He is happy with the portfolio’s diversification and risk/return profile, but would like to carve out a piece of his investments, say 10% or so, to try and “beat the market”.
George is nearing retirement and doesn’t want a downturn in the market to force him into working for another couple of years. On the other hand, George is worried about inflation and its impact on his standard of living while retired.
Ed and Mary are retired and depend on their portfolio to yield around 5% to supplement their retirement income. They want to maximize their investment income while not putting their nest egg at too much risk.