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

Bond-Boozled! Jobs Report Takes IEF, TLT Down a Peg

The February jobs report sent bond yields higher and showed that the American economy is at escape velocity. Here's what this means for your fixed-income investments for the remainder of 2015. Read Article

Mutual Funds

Avoid These Common Mutual Fund Tax Mistakes

The biggest tax mistakes with mutual funds can be avoided by following a few basic rules. Read Article