Insights & Ideas

The Basics

There are several basics that are key to understand when creating and maintaining an investment plan. Here are a few we think every investor should be familiar with.

  • What is a Mutual Fund?

    A mutual fund is a professionally managed pooled collection of stocks, bonds and other securities that you can invest in.

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  • Understanding Risk and Diversification

    As you evaluate what kind of investor you are and how much risk you can take on, remember that risk is the chance that the value of your investment will decline. Diversification is one of the keys to managing risk.

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  • Types of Mutual Funds

    Many types of mutual funds exist and different types of funds can help investors work toward their individual investment goals.

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  • What is Asset Allocation and Why is it Important?

    Asset allocation is a way of investing your money across different asset classes to help reduce your risk and portfolio availability. By spreading your investments out, you position yourself to take advantage of opportunities that may abound as the market changes, as well as protect yourself from being too heavily invested in one area.

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  • Glossary

    Definitions for just about every investment term you can think of — ask prices to zero coupon bonds — as well as the ones you can't.

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