Mutual Funds & ETFs

Mutual Funds and ETF InvestingWhat better way to expand your portfolio than diversifying your assets and investing in a mutual fund or exchange traded fund (ETF)?

Mutual funds and ETFs are a compilation of investments in different companies and sectors, providing diversification and stability in a single investment. By entering the market through a fund, your investment offers stable growth with minimal risk. These investments are perfect for the passive investor or a long term investor who wants low risk yields that are diversified in all sectors. Our advisors give advice on both types of funds to help ensure you choose the funds that are right for you.

401k & Investing Tips

Wal-Mart Stores, Inc.: Don’t Be Fooled, There’s No Growth With WMT Stock

WMT stock is not as much a growth stock as CEO McMillon would have you believe. Don’t even think of buying Walmart if you seek growth. Read Article

ETF Investing

NUGT and UVXY: Friday’s Brexit Champions

The Direxion Shares Exchange Traded Fund Trust (NUGT) and ProShares Trust Ultra VIX Short Term Futures ETF (UVXY) funds are rare Brexit winners. Read Article

Mutual Funds

7 Best Vanguard Funds to Buy in Retirement

Retired investors of any stripe can meet any of their investment needs picking from this set of outstanding Vanguard funds. Read Article