Tax, Retirement and Investing Expert
FutureAdvisor is an award-winning investment advisory firm that manages your existing IRA, Roth, taxable, and other investment accounts. The experts there focus on taxes, retirement and investing.
Posts by Future Advisor:
This is a guest post from Bo Lu, CEO of FutureAdvisor, a fee-only registered investment advisor. Research shows that diligent attention to taxes can save an investor $6,057 per year over 25 years on a $200k investment. Read more
This is a guest post from Bo Lu, CEO of FutureAdvisor, a fee-only registered investment advisor. There aren’t many products or industries where the lowest cost item often turns out to be the best choice. But when it comes to mutual funds, that’s often the case. The most expensive funds tend to be actively managed mutual funds while the lowest cost funds are passively managed index funds. Read more
Today’s investment professionals use historical references all the time. Although they know that past performance is no guarantee of future returns, there is a lot of knowledge that can be gained by… Read more