treecityweb Feb 3 1 min Buckets-Based Investing If you are an avid listener of The Real Money Pros, then you've definitely heard Brian talk about something he calls "Buckets-Based Inves...
treecityweb Jan 8 2 min 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 Dec 1, 2020 1 min 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 Nov 25, 2020 1 min What Are? - Beneficiaries A simple, straightforward definition of what a beneficiary is and how they are part of your investments.
treecityweb Nov 20, 2020 1 min 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 Nov 17, 2020 1 min 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 Nov 12, 2020 1 min 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 Nov 11, 2020 1 min 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 Nov 11, 2020 1 min What is a Mutual Fund? Nic explains what a mutual fund is and how it operates.
treecityweb Nov 11, 2020 1 min 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 Nov 11, 2020 1 min 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 Nov 11, 2020 1 min 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 Nov 11, 2020 1 min Required Minimum Distributions (RMD) What's an RMD and how do they relate to my retirement money?
treecityweb Nov 11, 2020 1 min 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 Nov 11, 2020 1 min 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 ...
