A Closer Look at the Level3 Passive Portfolio’s ETFs

Investment Knowledge and Age Associated With ETF Ownership Owners of exchange-traded funds (ETFs) tend to have higher levels of financial knowledge than do investors who do not own ETFs. ETF holders also tend to be younger in age. Notably, a focus on expense ratios does not play a significant role in defining who owns ETFs….


How to Find and Select a Financial Planner

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Using Beneficiary-Directed Trusts to Protect Your Heirs Beneficiary-directed trusts can protect a beneficiary from losing inherited trust assets to creditors, claimants and divorcing spouses. Well-Built 529 Plans Can Be a Great Option for College Savings 529 plans allow investment earnings to compound and withdrawals…