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

The One Fund You Should Own in Your 401k

If I had to pick just one fund to hold in a 401k, I'd look to Fidelity Funds for this gem. And I'll suggest a couple more just in case. Read Article

ETF Investing

Chevron Stock – Where Does CVX Rank in the Dow?

A study of analyst recommendations at the major brokerages shows that Chevron Corporation (NYSE:CVX) is the 17th broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average. Read Article

Mutual Funds

3 of the Best Mutual Funds Investing in Chinese Stocks

The People's Bank of China is in an easing mode and this money tap is fueling new growth and demand for Chinese stocks. Read Article