Of course, choosing the right investments for your portfolio requires research. That’s a given. But it also requires attention to expenses. At Tapparo Capital Management, we believe that the market returns of the 1980s and 1990s are unlikely to be replicated in the years ahead. Gone are the days when you could expect double-digit annual returns from the stock market. In a low-return environment, controlling your investment expenses is crucial. After all, your investment returns are reduced by taxes and inflation as well as expenses. While you cannot control taxes or inflation, you can control expenses. That is why we utilize low-expense investment vehicles, including individual stocks and Exchange Traded Funds (ETF), to limit your investment expenses and allow you to capture more of the market’s returns.
Never Too Soon
Did you know that if you have been in the workforce for awhile, you can check your Social Security statement by accessing it online (https://www.ssa.gov/myaccount/)? It’s true.
If you are 60 years or older, a...