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

EEM: Should You Consider Emerging Markets?

The emerging markets making up the iShares MSCI Emerging Markets ETF's (EEM) holdings are cheap and have high expectations. It's hard to beat that combo. Read Article

Mutual Funds

The Worst Mutual Funds of Q1 2015

Reviewing the worst mutual funds of Q1 can provide some useful clues about which investment themes may continue for the coming quarters. Read Article