December 1, 2020
Building Tax Efficient Portfolios – ETFs vs. Mutual Funds
Considering how tax efficient your investments are is a big deal. Building a more tax efficient portfolio can improve your chances of keeping more money in your account for your longer-term needs. So, finding strategies to manage for taxes is […]
July 27, 2020
Meeting Income Needs in Today’s Environment
If you’re an investor with specific near-term needs for your money, fixed income has historically been an important component to your portfolio. There are various strategies that can be used with fixed income. And it depends on your needs, risk […]
February 18, 2020
Rising Rates and Your 401(k)
Do you know how rising interest rates can impact the bonds in your 401k? If you’re like most people, you own some bonds in your 401k. And, most likely within mutual funds and or exchange traded funds (ETFs). So, it’s […]
September 12, 2018
Lenity in the news…
Mark Bova, Co-Founder of Lenity Financial is quoted nationally in Financial Planning Magazine! Check this out… How to Use ETFs to Hedge Against Interest Rates – Financial Planning Magazine READ MORE
July 18, 2017
Passive Indexing has Evolved
Because the mutual fund has been around for many decades, more people understand this structure of investment than the exchange traded fund (ETF), particularly because most have been exposed to the mutual fund within their 401(k). With passive indexing, there […]
“You can’t take advantage of an opportunity unless you know it exists.” -Mark Bova. Some say the trend is up for yields on the Treasury. Others say yields will remain historically low for quite some time. While it always depends on […]
November 14, 2016
ETFs vs. Mutual Funds: A Different Cone for the Same Ice Cream
Are you uncertain about what an ETF (Exchange Traded Fund) is? Do you wonder why or how it might fit into your overall investment portfolio? Think of the stocks, bonds or commodities as a flavor of ice cream–let’s say Jamocha […]
