market cap vs. research

Market Cap vs. Market Value

When choosing an investment, there are a wide range of figures and numbers you can consider before making a decision. Things can get more complicated when you consider that you, other investors and professionals will put varying levels of emphasis on the factors each deems most important. There is no right or wrong to it.…

active vs passive investing

Active vs. Passive Investing

One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. A…

financial planner salem oregon

Tax Efficient Investments

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed? What are considered tax efficient investments and what aren’t? Is…