Asset Allocation: Investing by the Numbers

Uno. Asset Allocation is an investment planning tool, not an investment strategy… few investment professionals understand the distinction. Investment strategies are used to implement the asset allocation formula that investment planning produces. Many investors incorrectly believe that investment planning and financial planning are one and the same. Financial planning is the broader concept, one that … Read more

What You Need To Know About Mutual Funds

A mutual fund is a professionally managed type of collective investment system that pools money from many investors and invests generally in investment securities (stocks, bonds, short-term money market instruments, other mutual funds, other securities, and/or commodities such as precious metals). Mutual funds are separated into shares and can be bought much like stocks, allowing … Read more