Q&A
Asked by Per
Hi - ETFs and mutual funds are similar in
their objective: gaining investment exposure
to a specific segment of the stock or bond
markets or to the markets as a whole....
Q&A
Asked by an anonymous user
I suggest looking at the target date
retirement funds at the major mutual fund
companies. You could either just invest in one
of these funds or use them as a guide for...
Q&A
Asked by victor piediscalzo
Answered by Tracy Scott Burke
CFP®, ChFC® in Harrisburg, PA
CFP®, ChFC® in Harrisburg, PA
Victor,
Thanks for your question. Some
type of a tax-deferred retirement account
would likely be best in your situation in lieu
of bank savings. If you have acces...
Q&A
Asked by Tony
One of the basic tenets of investing is
diversification. Diversification means you
own many different types of investments,
because different kinds of investments per...
Q&A
Asked by Lynn
Your risk should be reflective of your age,
your investment horizon and your risk
tolerance. There is not one easy formula to
determine what your risk should be. Cer...
Q&A
Asked by Kathleen
Answered by John Farmer
Financial Adviser in Prescott, AZ
Financial Adviser in Prescott, AZ
It depends on how they are being used in an
overall portfolio. The main advantage of an
ETF is that it can be traded on an exchange in
real time with instant liquidit...
Q&A
Asked by Joseph
Answered by Steve Stanganelli
CFP®, CRPC® in Amesbury, MA
CFP®, CRPC® in Amesbury, MA
When investing in a mutual fund, know your
ABCs. A 'load' refers to the commission
structure for a particular mutual fund
investment. Think of it like a weight that
l...
Q&A
Asked by Erin
Hi Erin,
A Managed Account may provide the
manger "tactical" capabilities which allow
them to move the portfolio as the markets
move. Example: in a declining equity...
Q&A
Asked by Michael
Trading is more short-term and investing is
more long-term. An example of trading would
be buying and selling a stock in a day. An
example of investing would be buyi...
Q&A
Asked by Jessica
Hi Jessica! Sounds like you have a great
family - what a gift! As I read your question,
I hear two concerns. One - I want to grow this
money as much as possible. Two -...
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