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Don’t Get It Twisted: Working With a Financial Planner

I'm often asked: “How much money do I need to work with you?” Traditionally, financial services has emphasized what you have now over what you're trying to build. Well, this is changing.

Weaving Spiders and Other ETFs Into Your Investments

Standard & Poor’s Depositary Receipts, or Spiders (SPDRS) as they are more commonly known, were one of the first exchange-traded funds (ETFs) to hit the market over 20 years ago in 1993. Spiders now exist for many defined market capitalization groupings, giving investors a variety of potential growth opportunities.

How and Why to Read a Fund Prospectus

Like we always say, when it comes to your money, it’s important to think ahead because forward thinking equals smart planning. Following this train of thought leads us to our next topic of conversation – the fund prospectus. When choosing or looking into new investment opportunities, it’s crucial to do your research to assess whether or not a certain investment is right for you. Reading through a fund prospectus will give you the tools and information you need to make that decision, while answering key questions about a particular mutual fund.

When Should You Start Financial Planning?

While we’ve all heard from time to time that the best answer is yesterday, we understand that there’s no way to go backwards and change the past. That’s why at UWM we believe the best answer to this common question is today.