Tarbox was an early adopter of Exchange Traded Funds due to their extraordinary tax efficiency, low cost, and ease of trading. Barclays, a pioneer in Exchange Traded Funds, developed the iShares, which track various indices. Click here to view the three minute video.
Earlier this year, Laura Tarbox was interviewed by Stephanie King about the importance of asset allocation. Listen in to learn more about how the mix of assets in your porfolio impacts future returns.
Just as 2022 ended, Congress made significant changes to retirement savings rules and programs when it passed the SECURE Act 2.0. Read about them here...