What Is an ETF
An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other assets.
Schwab ETF Listing
A foundational belief that underlies Schwab Intelligent Portfolios® is that investors should be well diversified, both within and across asset classes. Within the program, any portfolio may contain up to 20 expanded asset classes, along with an FDIC-insured cash allocation.
BayRock ETF Listing
This low-cost portfolio is hand-picked by Jim Munchbach, CFP® Professional. The BayRobo portfolio is diversified and optimized for the long term.
Tax Loss Harvesting
Tax Loss Harvesting is a topic I will be talking about in coming episodes on Missional Money Podcast in our Tax Tip Tuesday Segment.
State Farm Agent Story
In this video, I’m introducing the BayRobo Strategy and inviting you to consider joining me in putting BayRobo into place in your investment portfolio. This State Farm Agent story is from 1998 in Ridgway, PA
DocuSign
At BayRock Financial, we love Charles Schwab and we especially appreciate their use of technology to make our job as your Independent Fiduciary RIA more efficient. Thank you Charles Schwab and Company for making our lives easier so that we can spend more time making our clients’ lives easier, too.
Options Trading Strategies
One of the tools in my investment management toolbox is Options, specifically Covered Call Options and Naked Put Options. I’m reaching out to a number of my clients to recommend that we set up Options
Investing in Volatile Markets
Selling stocks when markets drop can make temporary losses permanent. Staying the course may be healthier for your portfolio. Don’t let fear lead you down the road to disaster in your investments.
3 Investor Mindsets
An extreme downturn in the market can shake your confidence, but keeping your mind set on your long-term goals can help you weather the storm. Consider how these three investors—the Stalwart, the Reactor, and the Waffler—behaved during different market conditions over the course of 40 years