Investor Education

July 30, 2019

MFATT: Types of Mutual Funds

A Mutual Fund is a collective investment scheme that pools investors monies to form the source for investments in various securities depending upon the investment objective of the scheme eg. equities, bonds, money market instruments, other financial securities.   For investors who would like to invest in mutual funds, where do they start? The number of funds is so large and investment programs so varied, that investors could become overwhelmed. Generally speaking, there are four broad types of mutual funds; […]
January 21, 2019

Ultimate Guide to Financial Stress Relief

At some points in our lives many of us experience signs of financial stress or worry. Whether it is a child struggling to save enough money to purchase a gift, or an adult avoiding debt, paying bills on time and making ends meet, we all experience varying level of stress at one time or another.   Financial stress stems from: too much debt not earning enough money the expense of raising kids differing views about how to manage finances the […]
January 17, 2019

Planning for your Retirement

What You Need to Get Started: Retirement Plan Basics                   Step 1. When do you want to retire? ________________________________________________ While typically we think of 65 as the common retirement age, today’s longer average lifespans make it less feasible to retire so soon. Many people may have to—and will be able to—work many more years past the age of 65. Whatever your retirement age goal is, be sure to plan for all the […]
December 7, 2018

Online Fraud- Part 3

Many investors and potential investors are turning to social media and online search tools for research on particular stocks, background information on a broker-dealer or investment adviser, guidance on an overall investing strategy, up-to-date news, or to simply discuss the markets with others.                            Their exposure to risk from online fraudsters has increased significantly and if they are not properly informed about these risks, then they may become victims of online fraud. While social media can provide many benefits for investors, […]