Showing posts with label investments. Show all posts
Showing posts with label investments. Show all posts

Saturday, March 2, 2013

Mutual Fund Planning

Mutual Funds, as with other investments, are affected by changes in exonomic trends and cycles. The value of investments may rise or fall as the stock and bond markets fluctuate. Understanding certain investments concepts and tactivs can hely you lessen risk and maximize opportunity.

Objective of Money Market Funds

Taxable Money Market Funds - Seekt o provide income on cash reserves, while preserving capital and maintaining liquidity, through high-quality money market instruments. Pays dividends monthly.

Tax-Exempts Money Market Funds - Seek to provide income exempt from federal taxes while preserving capital and maintaining liquidity. Pays dividends monthly.

Sunday, February 24, 2013

Basic Types of Mutual Funds

Long Term Funds
  • Stock /Equity - funds that invest in the variety of stocks
  • Index - equity funds that attemt to mirror the performance of specific index, such as the S&P 500.
  • Bond - funds that invest in the variety of bonds.
  • Hybrid - funds that invest in a combination of stacks, bonds and other securities
Short Term Funds
  • Money Market - funds that invest in securities that generally mature in one year or less (very liquid).
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Sources from International Marketing Group