June 11, 2013
A mutual fund holds a set of securities such as stocks, bonds, commodities, real estate and/or cash instruments that is funded by the pooled investment of many purchasers. There are a number of advantages and disadvantages.
June 10, 2013
From my experience, the answer is no. I’ve never been contacted by anyone asking about investing in LGBT-friendly companies.
However, almost all of my gay and lesbian friends own stock in Disney! There’s something about Disney that attracts...
June 4, 2013
In case you didn’t notice, the U.S. stock market has been skyrocketing. The Dow Jones Industrial average is hitting all-time highs. This year alone, the S&P 500 has already returned 16 percent.
If you have been sitting in the sidelines...
April 24, 2013
You can absolutely invest in companies outside the U.S. The easiest way to do this is through a mutual fund that invests internationally. Unless you have...
April 22, 2013
It depends a lot on your risk tolerance and risk objectives. It can also depend on your level of investment education. Ultimately, it...
April 10, 2013
My first job after college was working for a mutual fund company. Unfortunately, I was answering questions with a science and psychology degree.
Now, as an experienced financial planner knowledgeable about the pros and cons of mutuals, I...
March 27, 2013
When I first started getting my finances in order, I felt like I was being pulled in a million...
March 12, 2013
Attention, investors, especially younger investors. Current government policy — tight spending combined with low interest rates — has been driving the stock market up.
That positive policy is going to last for a while.
March 7, 2013
A mutual fund is a wide variety of securities all in one investment. You select the type of mutual fund you want based on a specific goal you may have or how long you plan to invest your money.
I love to explain mutual funds by using a...
February 28, 2013
NEW YORK (MainStreet) — In normal times, a fixed-income investor would be well served by a sizable allocation to...