Investing

What is a mutual fund?

What is a mutual fund?

By Staff |April 14, 2014

2 min read

What are ETFs?

Think of ETFs as a type of mutual fund, but with lower management fees

By Staff |April 14, 2014

2 min read

What are derivatives?

Derivatives are basically contracts for trading in a wide range of financial instruments, including stocks, stock market indexes and currencies.

By Staff |April 14, 2014

2 min read

Email Your Client: Reach out to a young prospect who’s a good saver

Here’s some sample wording you can use in a client email aimed at connecting with a younger investor or prospect who’s shown real prowess in savings and displayed interest in investing.

April 14, 2014

1 min read