Category: Investing - Page 2

Aug, 25 2025

How to Compare Similar ETFs: Holdings, Fees, and Structure

Erik Guilfoyle

Comparing ETFs isn't just about fees. Holdings, structure, liquidity, and tracking difference all impact your returns. Learn how to dig past the surface and choose the right ETF for your portfolio.

Aug, 8 2025

How Interest Rates Affect Dividend Stock Valuations: What Really Moves the Needle

Erik Guilfoyle

Interest rates don't simply hurt dividend stocks-what matters is why rates are moving and whether companies are growing their payouts. Learn how dividend growth beats high yield over time, even when rates rise.

Jul, 6 2025

Annual Portfolio Checkup: How to Review IPS, Fees, and Taxes to Boost Your Returns

Dave Tapie

An annual portfolio checkup reviews your investment policy statement, fees, and taxes to prevent drift and boost returns. Learn how to rebalance wisely, cut hidden costs, and optimize taxes for better after-tax results.