Mark Ngoga on LinkedIn: Active and passive: Two investment styles that could work for you (2024)

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Unsure whether an active or passive investment style is a good fit for your unique situation? Check out this breakdown of important differences between the two and then let's set up time to discuss which might be more your speed.

Is active or passive investing right for you? edwardjones.com

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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

2d
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You can’t avoid all presidential election talk – nor the dire predictions about either candidate winning. Here’s how the market pushed ahead no matter who sat in the Oval Office over the past 40 years.

The next president is unlikely to sink the economy — or the stock market hartfordfunds.com

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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

4d
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Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly around how and when your money is taxed.

Traditional vs Roth IRAs: What's the difference? edwardjones.com
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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

1w
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The U.S. consumer has driven the country’s economic engine over the past 12 months. But with record credit card debt, is the consumer running out of gas? Senior Strategist Angelo Kourkafas breaks down our perspective.

Market Compass: The U.S. consumer: Tapped out or taking a breather? edwardjones.com

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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

1w
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A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Understanding IRA rules and regulations

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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

1w
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Your multiple savings goals don’t need to be achieved all at once. You can prioritize your goals and set benchmarks to check your progress along the way. Learn how with these four strategies.

Saving strategies: Where to put your next dollar edwardjones.com
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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

1mo
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Want to increase your tax-free retirement savings? The mega backdoor Roth strategy could help you raise the ceiling on your retirement plan contributions.

How to increase your retirement plan contributions edwardjones.com

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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

1mo
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Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

3 strategies for tax-smart investing edwardjones.com

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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

2mo
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Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

6 tax-efficient investing tips for high earners

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Mark Ngoga

Financial Advisor serving the Pueblo and surrounding areas | 401k/IRA Options | Portfolio Review | Education Savings | Financial Assessment | Estate Considerations | Strategic Planning

2mo
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The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Demystifying retirement account options

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