Our Blog

Mutual Funds

by admin | on Mar 15, 2012 | Comments Off

Mutual Funds

Mutual funds are investment tools that are comprised of a group of investors. The funds are invested into securities like money market accounts, stocks or bonds. Mutual funds are attractive to a number of investors with varied levels of experience, because the fund account is professionally managed. The money manager invests the mutual funds’ capital to produce income for everyone who has invested in the fund. If you’re nearing retirement, or want to start planning well in advance, investing in a mutual fund may be a wise option.

Mutual funds will help you to diversify your portfolio, which can mean more retirement income for you. A mutual fund is also diversified in itself, so if a few of the companies you’ve purchased stock in don’t do well stock market-wise for a period of time, this may be balanced out by the corporations that have fared well in the market. You can also cash out of the mutual fund any time you need to, which is another attraction for new investors. If you have to handle an emergency financial obligation in retirement, you can easily take the money from the money fund. You may not be able to take out as much money as you originally deposited if the mutual fund hasn’t done well recently, but you’ll still have access to as much of your money as possible.

Keep in mind that mutual funds may incur a few additional costs for you once you invest or withdraw your money. You’ll likely have to pay a charge to buy shares, or a charge on the back end when you sell your shares.




In conclusion, Find out why index universal life is the perfect place to save money for retirement?

Consider this….. Indexed Universal Life Insurance is a form of life insurance that guards your money by providing a guaranteed floor of 1-3% (depending on which product you use). When the S&P goes up you are credited but when it goes down all gains are protected. While building cash value tax free for retirement an Indexed Universal Life insurance policy provides a guaranteed death benefit in case of death protecting those you love before, during and after your retirement years.

For more information Call us at  1(888) 649-2016 or fill out our form and receive a quote today.



Categories: uncategorized

Comments are closed.