Q&A
Asked by Lynn
Answered by Steve Stanganelli
CFP®, CRPC® in Amesbury, MA
CFP®, CRPC® in Amesbury, MA
Mutual funds are a tool for investing. And
like all tools they're not good or bad but
you'll be better served if you use them
correctly.
First, the basics: A mutual...
Q&A
Asked by Neil
Neil,
Liquidity is the key and preservation
of capital. If you have some funds that you
will be using for your 3rd, 4th and 5th years
in school you may want to use a...
Q&A
Asked by Judie
That is a really hard question to answer,
because there are many different types of
mutual funds. Cathy has covered the basics,
and I agree with her that you really n...
Q&A
Asked by Ashley Soto
Answered by IntroLend Writing Staff
Financial Adviser in Los Angeles, CA
Financial Adviser in Los Angeles, CA
Acorns invests in portfolios of Exchange
Traded Funds depending on the level of risk
you choose. You can learn more about Exchange
Traded Funds at
http://www.moneytips...
Q&A
Asked by an anonymous user
Since you and your wife are still working, you
may be able to open a Roth IRA, which could be
advantageous, but you would still be limited
as to the total amount you c...
Q&A
Asked by Angie
Answered by David Meyers
Financial Adviser in Palo Alto, CA
Financial Adviser in Palo Alto, CA
(a) stocks are volatile. In the last couple
of decades, there have been a handful of
incidents where stock values went down by
somewhere around 40-50%. (72-74, '86,
...
Q&A
Asked by an anonymous user
For an investor with a long term time horizon,
such as investing for retirement, mutual funds
can provide a diversified portfolio. Because
mutual funds are investment...
Q&A
Asked by John Zur
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi John,
Can you elaborate on contributions
to "Private Funds/products?" If you are
referring to illiquid REITS, be very
careful.
Here is an SEC bulletin on
this.
...
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