Investing 101

Before you buy or sell an investment be sure to do your research. Understanding basic investing concepts, and researching the types of investments you are considering will go a long way in helping you meet your investing goals.

Risk

Consider how much or how little risk you are prepared to take before you invest.

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Diversification

Owning different types of investments allows you to reduce your exposure to one particular investment or risk.

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Buying & Selling Investments

Before buying or selling an investment, do your research and have a good discussion with your advisor.

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Private Placement Market

Know what exemptions are available to companies and entrepreneurs raising money in this market.

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Return on Investment

It is important to pay attention to the gains or losses of your investments over a specific period of time.

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Types of Investments

Ask questions and do some research in order to understand how different investments work.

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Types of Accounts

There are a variety of accounts available to investors. Choose the one that is right for you.

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Fees & Charges

Be sure that you know what you are paying for your investment and what you are getting in return.

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Investment Fee Calculator

Think paying 1% more or less in fees won’t make much difference to your returns? Use this calculator to take a look at how fees impact your returns.

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