Archives

  Financial literacy is about empowering individuals with the knowledge, skills, and confidence to make better decisions about their finances. Here is a summary of some tips you may find useful. Invest in your financial well-being Test your knowledge Get an idea of what you already know and what you don’t. Learn the lingo  The […]


Beginning December 10, 2018, investors purchasing exchange-traded funds (ETF) will receive a user-friendly document that provides a snapshot of important information about their investment. They are entitled to receive a copy of these summaries within two days of their purchase. Similar to the Fund Facts document for mutual funds, the ETF Facts discloses key information […]


One of – if not the – hottest finance topics in 2017 was cryptocurrencies. Bitcoin (BTC), Litecoin (LTC), and Ether (ETH) were some of the top contenders…


They’re the biggest part of the workforce today, but they aren’t investing in their future. What can financial professionals do to change that?