July 12, 2022 |
Are You Paying the Hidden Costs of Indexing
If you’ve ever left a concert or sporting event at the same time as thousands of other people-you’re familiar with the concept of surges. Try ...
Learn MoreAre You Paying the Hidden Costs of Indexing
If you’ve ever left a concert or sporting event at the same time as thousands of other people-you’re familiar with the concept of surges. Try ordering an Uber at that time and you’re likely to pay a premium- “surge pricing”. The article below does a great job explaining how this same concept can result in some unseen, hidden expenses associated with investing in indexes and index funds. Is there a better way? Maybe. Give us a call if you’d like to discuss it. Hope you enjoy the article below!
-Neel
Imagine ringing in the new year in New York City’s Times Square with a million of your closest friends. Shortly after the ball drops, everyone is ready to leave—at the same time. Demand for a ride in that area soars, and so does the price for the suddenly coveted service. This dynamic surge is a lot like the index reconstitution effect, an important yet less-visible source of costs associated with index investing.
Schedule a meeting with a member of our advisory team
Blogs for July 2022
July 11, 2022 |
Three Crucial Lessons for Weathering the Stock Market’s Storm
A handful of my friends got puppies during the pandemic. Sadly, some of them had given them up. It’s sad when that happens, but you ...
Learn MoreJuly 8, 2022 |
Gender Gap For Retirement Savings Persists Despite Steps Forward
Many people recognize the potential impacts of gender gaps on retirement savings. Unfortunately, retirement readiness could become problematic for many women approaching retirement age. Women ...
Learn MoreJuly 7, 2022 |
What Makes an Accountant Distinct From A Financial Advisor?
As you look comprehensively at your financial plan and what you hope to accomplish in the coming years, it’s a good idea to evaluate your ...
Learn MoreJuly 6, 2022 |
Pew Research Study Highlights The Impact Of IRA Rollover Fees
Before rolling anything over or adjusting your plan, you need to be sure you’ve thought of all possible consequences and issues. Failing to do so ...
Learn MoreJuly 1, 2022 |
Are We Headed for a Recession?
One of the benefits of being bald is that hair lines become a non-issue. Don’t need to worry about receding there. I practice pretty good ...
Learn MoreBrowse our Archives
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
When Success Creates Complexity: Five Signs Your Financial Life Has Outgrown a Piecemeal Approach
As wealth grows, financial decisions often become more interconnected. Learn five signs that your business, investments, taxes, and estate plan may benefit from greater coordination. ...
<p>The post When Success Creates Complexity: Five Signs Your Financial Life Has Outgrown a Piecemeal Approach first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team?
Discover how an integrated team of tax, financial, and estate planning professionals can help business owners and families make more coordinated decisions, reduce complexity, and ...
<p>The post What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Why the Best Tax Planning Happens Before December
Tax planning is most effective before year-end. Learn how proactive strategies involving retirement contributions, charitable giving, capital gains, business deductions, and estate planning can help ...
<p>The post Why the Best Tax Planning Happens Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
