Education: Investing

Do you know the difference between alpha and beta? Need a quick refresher on some basic investment concepts? We can help.

 

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  • What Are the Disadvantages of Short-Term Investing?

    While you can make money quickly with a short-term investment strategy, it can entail significantly higher risks.

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  • What Are Growth Mutual Funds?

    Growth mutual funds are investment portfolios structured to appreciate over time. They are generally composed of common stock.

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  • What Is Alpha?

    Alpha is a concept designed to help investors judge the performance of a mutual fund manager, individual stock, or other investment. 

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  • What Is Beta?

    Investment analysts use the Greek letter beta (β) to represent the measurement of a stock's relative market risk. 

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  • What Is Total Return?

    Total return takes into account the three ways you may earn money with mutual funds: dividends, capital gains distributions, and capital appreciation (an increase in net asset value or NAV).

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  • Determining Your Risk Tolerance

    Are you conservative, moderate, or aggressive? We can help you decide.

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  • Diversification in Mutual Funds

    Diversification in investing means acquiring securities with assets that are unrelated to one another.

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  • De-Mystifying NAV

    NAV stands for net asset value, which is the market value of one mutual fund share.

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  • Riding Out Market Events

    The silver lining in a down market is the many buying opportunities for investors. Buying while prices are low may allow you to reap the rewards later.

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  • The Cost of Waiting

    Most people have long-term goals: buying a home, starting a business, sending the kids to college, enjoying a comfortable retirement. But too often they delay taking the steps necessary to turn their dreams into realities.

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