Mutual Funds 101
KristiLyn Wilkinson, M.S., AFC Candidate
Let’s talk about mutual funds! They are pretty important for the average investor to understand. You might not know that you are invested in a mutual fund, but if you have any sort of work 401k or retirement plan, the odds are very likely that the underlying investment is a mutual fund. If you don’t have a retirement plan right now, the odds are very likely that you will have one at some time in the future, so let’s make sure you know how they work!
Vincenza Vicari-Bentley, AFC
Congratulations! You’ve decided to put money for your retirement through an account offered by your employer. You’ve taken the first big step but now you may face a much tougher decision:
how to invest your retirement savings?
You might be overwhelmed with information from your employer and it might be several pages of instructions and advice about things like asset allocation, fund performance, and fees. You probably want a simple answer. However, when figuring out which investments are best for you, there are a few recommended steps:
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