DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
— - 1 Read - 1 Taylor Sohns - 1 that's - 1
Top related locs:
Top related orgs:
Service - 1 Bask - 1 Bask Bank - 1 FDIC - 1 Chevron - 1 Texas Capital Bank - 1 Reading Chevron - 1 LifeGoal Investments - 1

Search resuls for: "LifeGoal Investments"


3 mentions found


☆ Experts often steer parents toward a 529 plan or UTMA to save for their kids' future, but we went another direction instead
  + stars: | 2023-06-05 | by ( Katie Oelker | Read More | Read Less | ) www.businessinsider.com   time to read: +6 min
We considered a 529 plan or UTMA to save money for our daughters' future. However, we aren't sure they'll pursue higher education, so we didn't use a 529 plan. Why we didn't choose a 529 plan to save for collegeAlthough a 529 plan is an extremely popular choice for caregivers looking to save for a child's college education, the funds can only be used for education expenses. High interest rate Check mark icon A check mark. For most people, a 529 or UTMA plan makes perfect sense.
Persons: —, Read, Taylor Sohns, that's Organizations: Service, Bask, Bask Bank, FDIC, Chevron, Texas Capital Bank, Reading Chevron, LifeGoal Investments, Payment, Fidelity
☆ An ETF manager shares his 2 'investment mission statements' that are helping him build long-term wealth
  + stars: | 2023-01-13 | by ( Kathleen Elkins | ) www.businessinsider.com   time to read: +5 min
ETF manager Taylor Sohns encourages all investors to write down their specific goals. If you're already an investor but don't have specific goals in writing, come up with at least one today. Sohns shared with Insider his two investment mission statements, which he keeps in the notes app on his phone. Here's his brokerage account investment statement:My brokerage account dollars are there to outpace inflation; anything additional is bonus. Here's his retirement account investing statement:I'm invested for the long term.
☆ 2 brothers quit their Wall Street jobs to build ETFs that help everyday investors reach their money goals. They explain how a Ray Dalio-inspired strategy helped their funds outperform the S&P 500 in 2
  + stars: | 2023-01-12 | by ( Kathleen Elkins | ) www.businessinsider.com   time to read: +10 min
Brothers Taylor and Brett Sohns have worked on Wall Street for most of their careers. These parameters can be found in what's called the "prospectus," which is a document that outlines the ETF's investment strategy and potential risk. Consider the process of buying cereal, explained Taylor: "Say you want Lucky Charms. The S&P 500 is down about 18% year-to-date, so we're outperforming that by about 5%," explained Taylor. While you may not do exceptionally well, you'll also never do exceptionally bad, explained Taylor: "In a rip-roaring up market, his product and our product will underperform.
0 next >>
Total: 3