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Tom Fox, CLU®, CFP®
319.200.8190

Should You Invest in Exchange Traded Funds?
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In today’s 24-hour news cycle, there is a lot of "noise" in the media about investments, financial markets and planning for retirement.  There is good, quality information out there, but also a great deal of inaccurate and biased information. 

Jumping from one investment theme to another can cause investors to make "knee-jerk" reactions while managing their investments.  Those quick decisions may make sense or feel good at the time.  Over time, however, those decisions hurt investors by distracting them from their long-term investment goals.  They have a false sense of having control for a short period of time, then lose out on potential opportunities.

Whether you are considering retirement—or looking to better understand certain investment ideas—I can help you address your pressing money questions with clarity that will build toward your secure financial future.

To ensure the best possible service to everyone, every potential client undergoes an interview process and detailed fact-finding session to make sure that working together is a good fit for both the client and my practice.

My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I’m happy to help and discuss.  Reach out today to start planning for tomorrow!



Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

How Stocks Work

Understanding how a stock works is key to understanding your investments.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Saving for College 101

Here’s a crash course on saving for college.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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