A Mutual Fund Different is from an Index Fund – 6 Terms to Know

A Mutual Fund Different is from an Index Fund – 6 Terms to Know

by Lori Atwood | Nov 17, 2021 | Financial Fitness, Saving: Retirement & Other

You may be hearing a lot more suddenly about mutual funds and fees. You may even be hearing about how it’s more efficient to be in index funds because their fees are lower. I’ve even sent out the excellent piece by John Oliver on retirement funds and fees. But the...
Are you an Insurance Company or Pension Fund? Here’s Why the Answer Matters?

Are you an Insurance Company or Pension Fund? Here’s Why the Answer Matters?

by Lori Atwood | Jun 22, 2016 | Financial Fitness, Saving: Retirement & Other

I know that’s a silly question. Clearly, you are a human, not a company or a pension fund. You are human who works hard, hopes to retire someday and does not want to eat cat food in retirement. All that makes you not just a human, but a LONG-TERM investor. Why does...
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