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Thematic Investing has recently become a popular phrase, going hand-in-hand with terms like “disruption” or “innovation." This is most likely due to certain fund managers who have become quite high-profile around the topic. Overall, our industry has a lot to say about it both on the good side and on the bad side. Therefore, I'd like to weigh in on this concept too...give a little background from what I see, and finally decide if it's a buzzword or the real deal?

When the value of a fund holding increases, the fund has an unrealized gain until the security is sold. Once this security is sold, however, the fund realizes the gain and must pay a distribution unless the gain is offset by capital losses. Consequently, a fund’s capital gains distribution in a particular year is a result of the sale of securities that may have appreciated in value over time, perhaps during prior years when the fund’s returns were positive. Capital gains can be paid out to shareholders or reinvested into a fund in the form of new shares

Is a career move on the horizon for you? Don't forget about your 401(k)! Neglecting to roll over your assets is a huge mistake. Ask your local Milwaukee financial advisor for more information.

You know you need to be able to cover expenses in retirement, but have you determined how you'll do it? As you consider, here are 4 potential ways to help fund retirement. Consider reaching out to your local Milwaukee area financial advisor.

If you aren't participating in your company's 401(k) program, you could be missing out on an average of $1,300 annually. With free money on the table, understand your company's 401(k) investment options with our handy guide. Reach out to talk to your local Milwaukee Financial Advisor

Monthly blog post personally written by Ryan Hitchcock, Financial Advisor