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January Financial To-Do List

January Financial To-Do List

7 quick actions you can take this month to improve your financial health in 2021. By Scott Boassaly, MBA, President and Principal Advisor at Balance Financial 2021 will be a year of many challenges. While yesterday’s inauguration of Joe Biden as President of the...
ETFs outpace mutual funds for third straight year

ETFs outpace mutual funds for third straight year

The financial industry’s switch from mutual funds to ETFs isn’t coming…it’s already here. ETFs outpace mutual funds for third straight year ETF sales reached a “whopping” $41 billion, National Bank said Covid-19 may have stopped the economy in...