treecityweb date time-to-read.short-label SBA and Treasury Announce PPP Re-Opening The Treasury Department and Small Business Administration have announced that the Paycheck Protection Program (PPP) will re-open the week...
treecityweb fullDate time-to-read.short-label What Are? - ESG Funds Some investors want to put their money into companies that operate within certain ethics, whether it be businesses that are environmental...
treecityweb fullDate time-to-read.short-label What Are? - Beneficiaries A simple, straightforward definition of what a beneficiary is and how they are part of your investments.
treecityweb fullDate time-to-read.short-label DIY vs. Paid Financial Services Do I really need to pay for investment advice or can I do this on my own? 🤔💭 Well, it depends. How complicated is your financial situat...
treecityweb fullDate time-to-read.short-label Performing a Beneficiary Audit Not quite sure who your beneficiary is? A simple beneficiary audit can fix that! Our financial advisor, Alex Lundgren, joins our educatio...
treecityweb fullDate time-to-read.short-label Managed vs. Index(ed) Funds The main difference between managed and indexed funds are in the names themselves. In one, the investments are managed by someone else, w...
treecityweb fullDate time-to-read.short-label What Are? - MANAGED ACCOUNTS What does it mean when an investment is managed by someone else? 🧐 A managed account is when fund managers are constantly timing the mar...
treecityweb fullDate time-to-read.short-label What is a Mutual Fund? Nic explains what a mutual fund is and how it operates.
treecityweb fullDate time-to-read.short-label Non-Qualified Accounts - Definition Now that you know what qualifies as a qualified account, what about those that don't? Nic has the answers!
treecityweb fullDate time-to-read.short-label Qualified Accounts - Definition Our Money Pro, Nic Daniels, is back this week to tell you the basics of qualified accounts and what investment vehicle "qualifies" as one...
treecityweb fullDate time-to-read.short-label Traditional vs. Roth IRA What the heck is the difference between a normal IRA and a Roth IRA? Nic is back with a basic rundown.
treecityweb fullDate time-to-read.short-label Required Minimum Distributions (RMD) What's an RMD and how do they relate to my retirement money?
treecityweb fullDate time-to-read.short-label An IRA is a Suitcase Nic hears a lot of questions about IRAs and whether they're a good investment or not. His simple answer? Think of your IRA as luggage tha...
treecityweb fullDate time-to-read.short-label Rules of Inherited Qualified Accounts Financial Advisor, Nic Daniels, with Tree City Advisors starts off our Money Education Series by discussing some important rules when it ...
