Bob Haegele

Bob's Latest Articles

• Mutual funds: Advantages and disadvantages for investors

  Mutual funds make it very easy to invest. But they come with some downsides to be aware of too.

  5 min read Jul 19, 2021

  

• How to pick the best mutual funds: 7 essential tips for beginners

  Choosing the right fund for your financial goals can be a daunting task. Use these tips to help find a great match.

  5 min read Jun 15, 2021

  

• Investing your inheritance: A guide to help you grow a recent financial windfall

  You can build wealth that may not have been achievable otherwise by wisely investing inheritance money.

  7 min read May 12, 2021

  

• What are mutual funds?

  A guide to help you decide if this type of investment makes sense for your portfolio.

  5 min read Apr 20, 2021

  

• Switching online brokers: Here’s how to move your investments to a new account

  When you’re ready to take your portfolio somewhere else, this is what you’ll need to do to switch.

  6 min read Mar 24, 2021

  

• SIPC insurance: What it covers and how it protects investors

  SIPC insurance serves to protect investors from failed brokerages. Here’s how it works.

  5 min read Mar 19, 2021

  

• IRA required minimum distributions table 2021

  If you’ve reached age 70 1/2, you must take RMDs. Use this table as a guide.

  2 min read Mar 16, 2021