Mutual Funds

Where are DINKS Investing? In Equity Mutual Funds!

December 28, 2011

Good Morning DINKS.  Today is the first post in a new series we are starting called Where Are DINKS Investing? This series will highlight different types of investments, where they invest, what they buy, why we should have them, and how we can buy them.  As a Financial Planner I have my own preference of [...]

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Blow It, Extract It, Drill It.

August 4, 2011

People who invest in the stock market may be looking for secure investments that provide a steady fixed income on a monthly basis. Some other investors may be looking for their portfolio to grow over the short or long term.  As a Financial Advisor I definitely don’t support investing for the short term and trying [...]

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More Than a Mutual Fund

July 20, 2011

Good Morning DINKS. We have discussed Mutual Funds and investing in Mutual Funds several times here on DINKS Finance.  Today we are going to give you some information on different types of investment options that are either a variation of a Mutual Fund, a different type of Mutual Fund, or simply put an investment option [...]

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A Mutual Fund of Funds

June 1, 2011

A Mutual Fund of Funds is often referred to as a Mutual Fund Portfolio or a Select Portfolio.  They are Mutual Fund investments that do not directly buy and hold individual stocks and bonds like other Mutual Funds;   Mutual Funds of Funds are comprised of and invest directly in other Mutual Funds. A Fund of [...]

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What to Watch for in the Market

April 7, 2011

As of April 1, 2011 I have happy to say that my small retirement savings account continues to grow. I am a balanced investor which means that I don’t like to take too much risk, but I also want my money to grow over the long term.  I am currently 30 years old, and I [...]

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Retirement Savings Plan Update…It’s Time to Smile.

November 12, 2010

It is the beginning of the month and it’s time for an update on the market value of one of my Retirement Savings Plans.  October 31 marked the end of the “bank year” and now we are into a new fiscal year.  We are going to take a look at the changes I have made [...]

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DINKS Choice: Dividend Mutual Funds

October 26, 2010

Dividend Funds are a great component of any investment portfolio because they offer the potential high rates of returns of Equity Mutual Funds, with the security and constant revenue distribution flow of Fixed Income Mutual Funds. They are the perfect balance of risk versus reward in our investment portfolios. According to Investopedia the definition of [...]

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I Am a Balanced Investor

September 21, 2010

As you may know from a previous post, I recently changed financial institutions. I had no problem with my previous financial institution but I decided to change everything over to a new institution, including one of my retirement accounts. To determine if I made a good financial decision I am going to track this retirement [...]

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Socially Responsible Investing

September 17, 2010

During the past few weeks we have discussed charity donations, volunteering, as well as our banks philanthropic efforts.  DINKs, I ask you…are you a socially responsible investor? Are you green? Do you recycle? Do you use eco friendly materials? A new investment trend on the market is Socially Responsible Mutual Funds.  When I refer to [...]

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The Pros and Cons of Investing in Mutual Funds

September 15, 2010

Everyone’s heard of mutual funds. They’re companies that pool money from many individual and institutional investors to buy and sell a variety of securities and assets, such as stocks, bonds, money markets, real estate, and precious metals. A mutual fund’s holdings are called its portfolio and each investor owns shares, which are a portion of [...]

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