Mutual Funds

Individuals with excess dollars to put to work in some form of investment have an often-bewildering range of choices. An investor may decide to tackle the financial markets alone, and buy and sell investments directly, in his or her own name. A second option is to invest indirectly, using an investment medium know as a …

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Asset Allocation

Asset allocation is an investment strategy that seeks to reduce investment risk, while maintaining a desired rate of return, by spreading an individual\’s investments over a number of asset types. But asset allocation does not guarantee a profit or protect against a loss in declining markets. Learn more about asset allocation investment strategy below.

Growth v.s. Value

There are two schools of thought within the investment community as to whether higher returns can be achieved for \”growth\” or by investing for \”value.\” Learn more about them and see which is best.

Pyramid of Investments

An investment program should be built like a pyramid – with a strong, broad base. As your potential reward increases so does the potential risk. Check out this easy to follow graphic demonstrating the increase in potential risk vs potential reward.

Index Funds

An index fund is a type of mutual fun, exchange-traded fund, or unit investment trust whose primary investment objective is to mimic the performance of a specified market index, such as the S&P 500 Index. Learn more about what an Index Fund is, its advantages and disadvantages, and possible risks.