• Home
  • About
  • Services
  • Resources
  • Videos
  • Client Access
  • Contact
  • Skip to main content
Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

Find Out How We Can Help
  • Home
  • About
  • Services
  • Resources
  • Videos
  • Client Access
  • Contact

Mutual Fund Facts You Should Know

In this video, Rob Auclair explains the ins and outs of mutual funds. He provides specific examples to illustrate important mutual fund factors you should be familiar with as an investor to understand the risk, reward, and rates of return.

Topics Discussed:

  • When it’s appropriate to buy mutual funds
  • How mutual funds work
  • Important factors for selecting a mutual fund
  • Target date funds

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.

Subscribe to receive the latest videos from my Fox Providence segment "Successful Living" right to your email inbox.

Get in Touch

378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

© 2023 Balanced Wealth Management

Disclosure | Terms of Use

Quick Links

  • Introductory Consultation
  • Client Access
  • Table of Fees