The answer is: it depends. Investors have to decide among numerous options when they are making investment decisions. One of the most common dilemmas arises when an investor needs to decide whether to put their money in a mutual fund or directly in a bond. Now let us look at how the...

One of my favorite things about my job is that I get to meet so many different people, but I have a special soft spot for people who are nearing retirement or are already retired. This can be a daunting period of life and I find joy in helping them to make investment decisions that will...

By now, you would have digested the results of the election just past and hopefully you are now focusing on organizing your future. To assist in your investment future, let us look at the Net Asset Value affectionately known as the NAV, what it is, and its relevance. The NAV is used to...

As investors, it is important to determine and clearly state your investment goals and objectives. Before undertaking an investment, one must have a clear picture of the desired outcome. In most cases, the investment objectives can be narrowed down to three main categories. Investors may...

Private equity has made the news recently with groups of professionals calling for pension funds to invest more heavily in this asset class. Like any investment, there are many risks associated with this particular asset class and the benefits accrue to a select few who are able to execute...

Bonds have always been preferred by investors who are looking for predictable income, potential capital appreciation and relative safety. Nowadays, many investors are wary of the current conditions and have been afraid to take on any risk (relative to equities). This is the reason that...

Important Resources

Understanding Bonds

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Biggest Investing Mistakes Right Now

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How Mutual Funds Work

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