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Do you have questions or concerns about an early "buy-out" retirement offer, retirement planning, or your IRA/401K? Would you like to talk to an advisor on how to invest your money, or what investment options are available? Summit Brokerage is here to assist you and we offer no-cost, no obligation, consulations. Our advisors will work with you to create a plan for retirement, provide advice in an early retirment "buy-out" offer, and assist you with your IRA/401K from past employers.

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May: Equity

What is an equity fund? 

  • An equity fund is a type of mutual fund where many investors purchase shares of the fund and the fund buys stocks, bonds, and other investments in a range of companies.
  • Equity funds, also known as stock funds, can be a way to own part of the publicly traded companies. The attraction of equity funds can be summed up in one word: growth.
  • Equity funds come with diversification built in: You're spreading your investments across a range of companies or a sector of the whole market. If one company in the fund suffers, stronger performance by others may mask the loss and your portfolio may still increase.
  • Specific equity funds may focus on a certain sector of the market or may be geared toward a certain level of risk.
  • Buying and holding onto equity or stocks funds over time may be a key ingredient in saving for retirement.

When investing in equity funds, it is important to discuss options with your financial advisor, so that the funds you chose are appropriate for your risk tolerance.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Phillip Burton at 304-363-0073 to obtain a prospectus, which should be read carefully before investing or sending money.

Investing,Investing Strategy Kevin Voight

https://www.nerdwallet.com/blog/investing/what-is-an-equity-fund/

Stockfund https://en.wikipedia.org/wiki/Stock_fund 

 

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