Investment Companies – Mutual Funds (Part 1)

I’m back!! I took a short hiatus due to traveling among other things, but I’m back to provide you with the basic investing information you need to build a prospering financial future!

Today it was announced that Amazon bought Whole Foods for $13.7 billion!! For those who already had Whole Foods stock, congrats because your investment has increased by 28% today! Amazon stock has also increased by 3.04% today and is valued at almost $1,000 PER SHARE! Google is another highly valued investment. You may be thinking (as I would be), “Wow. I can’t afford to buy a share of Amazon or Google.” WRONG! You can have shares in both Amazon and Google along with other highly valued stocks. How? MUTUAL FUNDS!

Mutual Funds, a type of pooled fund, are Continue reading Investment Companies – Mutual Funds (Part 1)

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Risk and Portfolio Management

Happy #FinanceFriday ! We’re now getting to the fun stuff, CALCULATIONS! There are a lot of different calculations CFAs can do to evaluate the potential return and risk of an investment. But don’t you fret! Continue reading Risk and Portfolio Management

Retirement Plans

Happy #FinanceFriday ! Last week was hectic for me so I didn’t make time to post, but I’m back to discuss retirement plans.

I talk to my mother about retirement every time she makes a big purchase. It’s something I consider when I’m dipping into my savings account. Retirement is in the back of every working person’s mind.

There are 2 main types of retirement plans that are available through your employer: Continue reading Retirement Plans

Investment Taxation

Happy #FinanceFriday ! I hope all of you have used the skills you’ve learned from reading these articles and started investing for your future. With Tax Day just behind us, its fitting discuss taxation on investments.

As with any income, Uncle Sam’s greedy self is there to take his share. If you earn dividends or sell investments and received cash, you have to Continue reading Investment Taxation

Love yourself. Define yourself. Think for yourself.