Articles Posted in Investment Terms and Concepts

Understanding fees and costs associated with mutual funds: What are the fees and costs associated with purchasing, owning and selling mutual funds. The purpose of this post is to provide the reader with general comments on this subject. Please be advised that this information is being provided for educational purposes only and is not designed…

How to buy and sell mutual funds This post is designed to provide the reader with information relative to the methods that an investor might pick to buy and sell mutual fund shares. This information is being provided for educational purposes only. It is not designed to be complete in all material respects. Thus, it…

What are some of the benefits and risks of mutual funds? The purpose of this post is to provide the reader with a general description of certain risks and rewards associated with investing in mutual funds. Please keep in mind that this information is being provided for educational purposes only and is not designed to…

Types of mutual funds. Generally, there are a few basic types of mutual funds that are available for the members of the general public to invest in. The purpose of this post is to provide general information relative thereto. This post is being provided for educational purposes only. It is not designed to be complete…

Mutual funds are a common vehicle in today’s investment world. Here are a few reason why People buy them. However, please keep in mind that this information is being provided for educational purposes only. Therefore, it is not designed to be complete in all material respects. Thus, it should not be relied upon as providing…

Bid and Asked and Bid-Asked Spread: The purpose of this post is to provide the reader with a general description of the terms “bid and asked” and “bid and asked spread.” This post is being provided for educational purposes only. It is not designed to be complete in all material respects. Thus, the information provided…

Firm Commitment – Best Effort Offerings: The purpose of this post is to provide the reader with a general understanding of what the difference is between a firm commitment and a best efforts offering of securities to the public. This information is being provided for educational purposes only and is not designed to be complete…

Financial Planner: A financial planner is a professional who compiles and analyzes personal financial data and prepares a a proposed program to meet the financial needs and objectives of his client. The purpose of this post is to provide the reader with a general description of the type of individuals that may provide financial planning…

Formal Broker/Dealer Recommendations: How does your account executive decide what securities to recommend to you? What factors does your account executive take into consideration in making buy, hold or sell recommendations to you? These are simple questions. However, the answer could have a significant impact on the profitability of your account. There are two basic…

Basic Types of Options: July, 2012: There are varied terms and concepts that relate to option trading activity. Here are a few. However, please keep in mind that the purpose of this post is to provide the reader with general information concerning this information. Remember that the information provided herein is not designed to be…