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Great investments and retirement planning begins with an understanding of what YOU want and need. Here are the tools to help you gain financial security, discover smart investments, and learn investing basics.

Get started by listening to The Goldstein on Gelt Show’s most recent episode.

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  2. 2021
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If You Believe the Market Will Crash, Should You Own Inverse ETFs or Sell Your Stocks?

Apr 29, 2021

Exchange Traded Funds (ETFs) provide a different way to trade stock. But it’s not simply another way. ETFs open themselves to multiple strategies.

First of all, Doug discusses the fact that ETF tend to mirror a benchmark. But why not aim to outperform the benchmark?

Then, the discussion extends to discuss...

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Diversify Your Portfolio with Mutual Funds

Apr 22, 2021

Mutual funds are frequently used by investors as a way to diversify their portfolio, and thereby minimize investment risk.

One of the popular types of mutual funds is index funds. How are they traded, and who arranges the list of stocks in the index?

What is the difference between active funds and...

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What Is the Best Asset Allocation for Your Investment Portfolio?

Apr 1, 2021

Investors are continually bombarded with rules of thumb as to the best asset allocation. However, determining an asset allocation is not a simple formula. Tom Jacobs, money manager for Huckleberry Capital Management, doesn’t believe in the old-fashioned asset allocation rules. He underlines unrealistic expectations...

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