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What I’m Grateful For

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By David Hicok, ChFC These monthly musings are usually reserved for financial topics; thoughts on the markets, how changes to the tax rates might affect us, things like that.  Today I want to talk about Gratitude.  Not just what I am .

What is a separate managed account and what is the difference from a mutual fund or exchange traded fund (ETF)?

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Thanks to technology, there has been a lot of innovation in money management for the individual retail investor. In the past, only institutions or ultra-high net worth individuals had access to the nation’s top money managers and their research. .