Broker Check


| May 17, 2018

Today I would like to discuss a topic near and dear to us all – money.  What is it?  A store of value, wealth, a liquid asset, a medium of exchange, a measure of value, a means of payment – these all apply and help define it.

Most, if not all, of us would like more of it, right?  So how do we do that?  Basically, there are two ways – people at work or money at work.  The second way – money at work is the essence of investing.

Virtually all investments fall into two broad categories – own vs. loan.  One either owns an asset like the stock in a company or real estate (wholly or partially) or loans money to an entity (a bank, credit union, insurance company, etc.) and receives interest (rent) for a term and eventually receives their principal back (at maturity).  Many of these terms are defined in the glossary on our website.

Our website has a plethora of short videos and articles concerning all manner of investments and investment concepts.  So with the foregoing as backdrop, I will highlight several that I believe you will find enlightening. 

First, let’s look at an article about asset classes:  Best Performing Asset Classes.

Next, please view a short video about the power of compound interest:  The Power of Compound Interest.  Albert Einstein once said, “Compound interest is the eighth wonder of the world.  He who understands it, earns it… He who doesn’t… pays it.”

And lastly, we will highlight another perspective in the ongoing debate between active versus passive investing:  The Great Debate Continues: Active vs. Passive.

Until next time, cheers!