Articles & Reading

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Recommended Articles & Reading

At Financial & Portfolio Advisors, Ltd., we continually educate ourselves on finances, investments and our economy, and believe it’s just as important for our clients to do the same. Below is some recommended reading material and subscriptions to help you better understand the complicated world of finance.

Demographic Digest Archive

September 2017 Newsletters

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October 2017 Newsletters

DD#10-01 Dated 10/2/2017 (Homebuilder Lennar Offers to Pay $13,000 of ...) ...
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Recommended Reading

At Financial & Portfolio Advisors, Ltd., we continually educate ourselves on finances, investments and our economy, and believe it’s just as important for our clients to do the same. Below is some recommended reading material and subscriptions to help you better understand the complicated world of finance. Test line.

Through his simple, effective 5-STEP ACTION PLAN, renowned tax advisor Ed Slott explains in clear-cut laymen’s terms what you need to know and do now to insure your financial future, including: protecting your retirement plans from excessive taxation; tapping retirement funds for emergency cash without penalty; passing on more of your wealth to your family; getting the most out of the latest lax laws; and creating the perfect estate plan, and much more! With trillions of dollars invested in retirement accounts across the country, this book is for every American planning on retiring.

An exchange-traded fund (ETF) is a mutual fund that’s traded like a stock – that is, throughout the day, in real time, during regular stock market operating hours. When you buy or sell a regular mutual fund, the mutual fund company uses the price at the end of the trading day. ETFs run the gamut from general funds based on indexes to highly specialized ETFs, such as those that focus on narrow slices of medicine. If you are familiar with investing and want to learn more about ETF funds and ETF portfolios, then this is the book for you.

The ETF Strategist is aimed primarily at investment advisers and sophisticated retail investors who are interested in using exchange traded funds, or using them more effectively than they already do. Previous ETF books have focused on their mechanics, regulation, and other basic information. But The ETF Strategist goes much further, showing how ETFs can improve many aspects of an overall investment strategy. It explores advanced concepts such as alphabetic separation, which basically means “don’t confuse skill with risk.” And it shows how different ETFs can be combined to find the ideal balance of risk and potential reward.

This Recommended Reading does not constitute an endorsement by F&PA of any of the authors or publications. The opinions expressed in these publications are solely those of the author and may or may not be representative of our opinion.