Financial Insights

Posts by Ryan Felice

Tax Season is Over! Now Is the Time to Plan for Next Year

Financial Planning

To the relief of taxpayers and financial professionals alike, the IRS’s April 15 federal income tax return filing deadline is now in the rearview mirror. Unless you requested a six-month extension to file your return, you have fulfilled your obligation until next spring. It’s tempting to forget about taxes altogether until next season, but looking […]

Mutual Funds and ETFs: Simple Means of Diversification

Financial Planning, Investment Management

Mutual funds and exchange-traded funds (ETFs) are among the most common financial instruments for investors seeking diversification. Many investors are familiar with mutual funds through their 401(k) plans and other retirement accounts, which typically offer a selection of such funds as investment options. However, fewer know about the benefits offered by their ETF cousins, which […]