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.