What You Need to Know: The Nine Essential Fund Facts

Posted on October 17, 2013 | Classroom

How to glean information from a fund’s prospectus or profile.

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What You Need to Know: The Nine Essential Fund Facts

Posted on October 15, 2013 | Classroom

How to glean information from a fund’s prospectus or profile.

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Fund Statements: What to Look For

Posted on October 13, 2013 | Classroom

Which fund reports you need to read and how to interpret them.

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Mutual Funds by Design (What Is a Mutual Fund?)

Posted on October 11, 2013 | Classroom

How funds are structured and what a fund load is.

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Making Your First Investments

Posted on October 9, 2013 | Classroom

How to get your investment program off the ground if you are starting from scratch with little savings.

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Slicing Up the Stock and Bond Pies

Posted on October 7, 2013 | Classroom

Properly allocating your assets within the major categories can reduce your portfolio risk without lowering your overall return.

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Getting a Handle on the Bond Market

Posted on August 19, 2013 | Classroom

An overview of how the bond market works: who sets bond prices, where to find a bond broker, and what a callable bond is.

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Understanding Bond Credit Ratings

Posted on August 17, 2013 | Classroom

Clearing up misconceptions about what a bond?s credit rating really means, and how it impacts your portfolio.

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The Ins and Outs of Bond Yield

Posted on August 15, 2013 | Classroom

The difference between yield and total return for a bond, and how they are calculated.

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Balancing Your Return Ideals With the Realities of Risk

Posted on August 13, 2013 | Classroom

Every builder starts with a foundation. If you are new to investing, you are building an investment portfolio, and you need to start with an investment foundation. That foundation consists of the basic investment principles.

Boiled down to its bare basics, investing concerns returns and risks.

An investor’s return consists of current income, plus capital gains due to growth, minus any losses from the investment.

Absent a crystal ball, investors can only make an educated guess as to what kind of return to expect. If an investor’s actual return turns out to be different than the return he expected, he could suffer an unexpected loss.

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