Working with an Adviser
Checking registration and working with an Adviser
Mutual Funds, Fund Facts and Fees
Understanding what you are investing in, how it fits into your investments, the fees, and the Fund Facts, are important in determining whether mutual funds are right for you.
Disclosure
What some investors don’t know is that all publicly traded companies and mutual funds have to disclose information about themselves.
Before you invest, it’s important to assess how an investment fits within your financial goals and risk tolerance. High returns always come with high risks—there’s no such thing as a high-return, risk-free investment. If you want higher returns, you need to be prepared to accept the risks that come with them.
There are a lot of ways you can invest your money. Stocks (shares), bonds, mutual funds or real estate? Each has its own pros and cons, and it’s important to know what the differences are in order to choose an investment that’s right for you.
Know your goals
How do you see yourself down the road?
Use the SMART formula—set financial goals that are
- Specific
- Measurable
- Attainable
- Realistic
- Time-sensitive