products

What is an Index?

An index is a means by which to track the performance of a basket of securities through a standardized metric. There are various indexes that capture specific areas of the market such as the S&P 500, Dow Jones Industrial Average(DJIA), Nasdaq, Russell 2000(RUT) and many others.

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ETFs are popular investment products for investors wanting to own a basket of stocks.

What is an ETF?

Short for Exchange Traded Fund, ETFs are currently one of the more popular investment products for investors to get started with and now there are thousands to choose from to fit your investment strategy.

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Investors pool their money together into Mutual Funds with a designated fund manager.

What is a Mutual Fund?

A mutual fund is a financial vehicle where various investors elect to pool their money together with a designated fund manager who will select stocks or other investment securities for the fund.

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Investment Products/Vehicles 101

A simple breakdown of each investment product for educational purposes and also the risk associated with owning each product along with their associated characteristics. We believe these are most important for you as an investor to understand.

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Investors Should Ask Themselves if their Portfolio is Diversified.

Why Portfolio Diversification Is Important

Diversification is a word that is talked about frequently in investment circles and among those just getting started. This a word that shouldn’t scare anyone but can take on many different meanings and levels when constructing your portfolio.

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