Interested in buying a mutual fund? Unlike buying stock in just one company, mutual funds offer investors the opportunity to buy into a bundle of companies. If you’re investing on your own, though, mutual funds can get complicated.
In this video, Rob explains how diversification within a mutual fund can mitigate risk and other things to consider when analyzing what mutual funds to invest in. He breaks down the basics of what performance reports you should review, how to access them, and what key indicators to look out for. He also answers a viewer question about wills and beneficiaries that will help forge your foundational understanding of estate planning.
- Understand the difference between stocks and mutual funds
- What performance reports you should be reading
- Where to get these performance reports and what to look for
- A viewer question about wills and beneficiaries
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.