What are Mutual Funds, Index Funds and ETFs?

Mutual funds, index funds and ETFs are portfolios consisting of stocks, bonds or other investible securities. All three provide convenient alternatives to creating your own portfolio of individual securities and then trading them periodically.

Fees, Expenses, Loads and Minimum Investment Amounts

We have all heard these terms but what do they mean to us in terms of our investments? What do we need to be aware of when investing in funds? Do all these matter or are some less impactful on our investments than others?

Investing Successfully with Mutual Funds, ETFs and Index Funds

Are you investing successfully? In today’s uncertain global markets, the old ideas of buying a fund or even a stock, for that matter, and selling it only after 10 or 20 years, don’t work anymore. Read this insight to get detailed on investing successfully with mutual funds etfs and index funds.

Is My Investment Advisor Looking Out for Me?

Is your investment advisor looking out for you? We need to be careful in addressing this question. Unfortunately, there are so many misconceptions about the role, goals and skills of investment advisors, and there are so many differences between specific advisors and/or their companies, that we really cannot generalize.