Posts Tagged ‘mutual funds’
Five New Year’s Resolutions Every Investor Should Make
You owe it to yourself to take these steps for a healthier financial future. Markets had a good 2020 and it’s almost a given that we will have a 10-15% pullback in early 2021 but based on current economic numbers, low-interest rates, and light at the end of the tunnel on the COVID crisis, we are planning…
Read MoreMutual Funds Explained in Simple Terms
A mutual fund pools the money of many investors to purchase securities. The fund’s manager buys securities to pursue a stated investment strategy. By investing in the fund, you’ll own a piece of the total portfolio of securities, which could be anywhere from a few dozen to hundreds of securities. This provides you with a…
Read MoreMaking Everything Simpler & More Secure for Our Clients
Yesterday, we closed our offices so our team could attend a one-day Charles Schwab conference. This conference offered us so much new and exciting information. Your experience with Chesapeake Financial Advisors and with Charles Schwab will improve greatly – now – and in the coming months. Improvements have been made in several areas of client…
Read More3 Potential Benefits of Dollar Cost Averaging
We put together this short presentation video as a reminder and overview of the three primary benefits of dollar-cost averaging. It is appropriate for investors considering or already utilizing a systematic investing plan, including retirement plan participants in a 401k or 403b. Click here for the video on the three primary benefits of dollar-cost-averaging Chesapeake…
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