Sentences with phrase «bond mutual fund directly»

The annual expense ratio of a stock or bond mutual fund directly reduces the return of the investor, which reduces the amount of money that can be safely withdrawn during retirement.

Not exact matches

Mom and pop retail investors are exposed to billions of dollars of potential losses through their holdings of Puerto Rican municipal bonds, either directly or in mutual funds.

ShareBuilder does not allow for directly investing in company or government issued bonds, but you are able to invest in bond funds, which are mutual funds or ETFs investing in bonds on the shareholder's behalf.

Which doesn't cover investments in shares, the returns on which are directly affected by changes in the corporate tax rate (or the myriad of other investment vehicles liked bonds, REITs, mutual fund trusts, etc. that make up the bulk of the universe for Canadian investors).

Whether directly or indirectly, you may already be invested in bonds through your retirement plan, mutual fund or even an annuity.

One thing to keep in mind is that both the Couch Potato and mutual fund strategies include bonds, so they shouldn't be compared directly to an all - stock strategy.

Like a mutual fund, an ETF allows investors to spread their money around without relying too much on any individual stock or bond, or owning any commodities directly.

(Personal choice retirement account) is an investment option that allows participants to invest directly into a individual stocks or bonds, or a mutual fund not offered in their retirement plan.

Although these products are tied to the performance of indexes, assets are not directly invested in stocks, bonds, mutual funds, or index funds.

Stocks, bonds, mutual funds, real - estate properties, gold, precious metals etc., can lose value, sometimes even all their value.However, most of us equate RISK with «losses» directly.

While there are mutual funds that invest in Treasurys, you may want to avoid fund expenses and instead purchase individual Treasury bonds directly from the government.

I remember reading long ago that if you want to add bonds to your portfolio, to buy them directly rather than in a bond mutual fund because a bond fund holds more risk, especially when it comes to government bonds.

But it's cheaper to buy bonds directly than to do so through a bond mutual fund.

I would simplify the conclusion slightly and say that unless you are buying ONLY Treasury bonds directly, you should probably just stick with mutual funds.

For investors looking for alternatives to high fee fixed income mutual funds, or for those that have been hesitant to invest directly in bonds, fixed income ETFs offer a liquid, low cost and flexible solution.

If every investment adviser could invest directly in thousands of stocks and bonds for each customer (and didn't simply buy inflexible mutual funds or exchange - traded funds), we all could apply our own social screens and excise any company that did not meet our own idiosyncratic standards.

ShareBuilder does not allow for directly investing in company or government issued bonds, but you are able to invest in bond funds, which are mutual funds or ETFs investing in bonds on the shareholder's behalf.

A personal choice retirement account is an investment option is an investment option that allows participants to invest directly into individual stocks or bonds, or a mutual fund not offered in their retirement plan.

In general, we recommend that clients buy and hold broadly diversified cash, bond, and stock mutual funds that they purchase directly from low - cost mutual fund companies.

Now you can have an even greater impact by donating long - term appreciated securities, including stock, bonds and mutual funds directly to RCHS.

Some folks prefer to invest with expert oversight, such as trading in shares of a pool of stocks or bonds, rather than owning them directly — which is better known as a mutual fund.

Give to charity: The most effective way to give is to contribute an asset like a stock, bond or mutual fund shares directly to the charity, which doesn't have to pay taxes.