Mutual Funds

  • Photo of ETF vs. Mutual Fund: What’s the Difference?

    ETF vs. Mutual Fund: What’s the Difference?

    ETFs and mutual funds are easy ways to diversify your portfolio. Below, we will cover the main differences between the two funds.

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  • Photo of Options for Investing Your Money

    Options for Investing Your Money

    One of the first steps to investing is understanding what type of investments exist.

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  • Photo of How to Invest in Stocks

    How to Invest in Stocks

    Stocks entitle you to the proportional percentage of the company's earnings, as well as any funds raised by liquidation after all debts are paid.

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  • Photo of How to Save for Retirement Without a 401(k)

    How to Save for Retirement Without a 401(k)

    Saving for retirement is something many people don’t think about until it’s too late. But even if you don’t have a 401(k), there are still many effective ways to start saving for retirement.

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  • Photo of 3 Easy Steps to Rebalance your Portfolio

    3 Easy Steps to Rebalance your Portfolio

    If you clicked on this article, you’re probably wondering if now is the right time to rebalance your portfolio. Before you start making wholesale changes, though, consider what your investment goals are and how long you’re willing to wait before tapping into your savings. A perfectly balanced portfolio for you can look vastly different than a balanced portfolio for someone…

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  • Photo of What is Value Fund Investing and is it Right for You?

    What is Value Fund Investing and is it Right for You?

    The goal of the value mutual fund – like that of many mutual funds – is to grow. The difference is in how it operates to achieve that goal. While most funds will operate more conservatively or aggressively, a value fund operates with more of a conservative aggression by seeking to invest in funds that are undervalued. This opens up…

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  • Photo of Funds With the Biggest Shares of Stock You Want to Own

    Funds With the Biggest Shares of Stock You Want to Own

    There are many companies on the market that people wish they could have a piece of. They would love to add them to their portfolio for security and growth while they beat themselves up over not investing in them when they were younger companies. You are wasting your time thinking about investments you believe you should have made a long…

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  • Photo of Understanding Mutual Funds

    Understanding Mutual Funds

    Mutual funds are an understood staple of the financial industry. Most people have heard of a mutual fund, but some still don’t understand what they are, how they work, and why someone would or would not want them in their portfolio. What is a Mutual Fund? A mutual fund is an investment vehicle in which investors can pool their money…

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  • Photo of Securitization:  Why It Should Matter to Every Investor

    Securitization: Why It Should Matter to Every Investor

    Securitization, though it may sound complex, is actually a relatively simple concept.  While it is useful for efficient markets, used improperly securitization can also cause meltdowns such as the crisis of 2008 – when toxic mortgage bonds seeped into people’s portfolios causing substantial, unexpected losses for everyday investors.  Understanding how securitization works, as well as the ways in which it…

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