Sentences with phrase «bonds and mutual funds directly»

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

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.

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.

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 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.

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.