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.
What Are Growth Mutual Funds?
Growth mutual funds are investment portfolios structured to appreciate over time. They are generally composed of common stock.
What Is Alpha?
Alpha is a concept designed to help investors judge the performance of a mutual fund manager, individual stock, or other investment.
What Is Beta?
Investment analysts use the Greek letter beta (β) to represent the measurement of a stock's relative market risk.
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).
Determining Your Risk Tolerance
Are you conservative, moderate, or aggressive? We can help you decide.
Diversification in Mutual Funds
Diversification in investing means acquiring securities with assets that are unrelated to one another.
NAV stands for net asset value, which is the market value of one mutual fund share.
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.
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.