Guest Blog: Sandy Gallemore, Director and Vice President for Education, InvestEd Inc.
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A mutual fund is a pool of money from many shareholders that is invested in stocks, bonds, or other investment assets. In general, mutual funds may be identified as those that charge a sales fee (load funds) and those that do not charge a sales fee (no-load funds). Many of the load funds offer several classes of shares.
While each share class of a given mutual fund has the same investment policies and objectives and includes money in the same investments, the fees associated with each class likely will cause some difference in the performance results. When a fund offers several share classes, the investor is able to select the class that best suits that investor’s goals and time horizon. The main share classes are identified as Class A shares, Class B shares, and Class C shares. Continue reading Mutual Fund Share Classes
Here is a recent review of our software that was conducted by Hareesh N. Jayanthi who is an assistant financial analyst at AAII. If you’re unfamiliar with AAII, they are one of the best resources to get unbiased facts and effective knowledge about investing.
Hareesh N. Jayanthi is an assistant financial analyst at AAII and is part of the staff of Computerized Investing, the premier publication covering the use of personal computers for financial planning, investment analysis and portfolio management. As a financial columnist for AAII, Hareesh writes a variety of commentaries ranging from reviews of products to analysis of model portfolios and stock screens.
Provided here are a few comments received for each of these categories so you can see what other users are saying about their top ‘likes’ of Investment Account Manager…
In a recent survey to users of the Investment Account Manager, we asked the following question: How do you use Investment Account Manager?
With summer quickly approaching, gardening hobbyists will be busily getting ready for the summer growing season. And, just as a gardener equally will tend to all the ‘rows’ in their vegetable or flower gardens, an investor must equally manage all the investment portfolios they own, including their taxable and non-taxable accounts. This article will remind investors of the importance of taking an aggregate view of their investment holdings in order to verify long-term goals are within reach. Continue reading Tending The Rows of Your Investment Garden
A popular approach for investing your retirement portfolio(s) is to adopt a ‘bucket strategy’. The basis of this approach is to divide your retirement portfolio(s) into three buckets, with each bucket serving a specific purpose for your retirement needs.
Continue reading Bucket Investing During Retirement
Since 1985 we have offered our customers the best portfolio management software the industry has to offer, and a large part of why our software is critically acclaimed is due to how safe and secure your information is.
Our software is based around the idea that your information is your own and no one else’s. We don’t have access to it, we can’t download it and your information isn’t cloud based. Your information is stored safely and securely on your home computer.
Current market volatility requires investors to reaffirm goals, reassess investments and rebalance portfolios with the goal of sound, long-term portfolio management. By identifying risk characteristics, return goals and time horizon, investor’s are able to balance their portfolio to properly match asset allocations (cash, bonds, stocks, other) to reach these goals.
Warren Buffet has said “Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.” This pretty much sums up the Buy and Hold strategy. It can be defined as perhaps the most straightforward, passive portfolio management strategy…