Should you be Trend Following with Managed Futures?

By Ben Felix · July 17, 2018 - 0 comments

The holy grail of investing is finding assets that are imperfectly correlated with each other. Adding assets that behave differently together in a portfolio improves the expected outcome. A reduction in volatility has obvious behavioural benefits, but it can also increase long-term wealth creation by smoothing returns.

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Index Mutual Funds vs. ETFs

By Susan Daley · July 11, 2018 - 0 comments

Index mutual funds and their corresponding ETF’s are very similar in terms of their holdings. So how do you which one is best? We have to consider fees, taxes, how they are traded, among other things, to determine which is better. Like most things in personal finance, the decision will ultimately come down to your personal situation and preferences. Watch my video to see which factors apply to you.

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