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Mutual Funds

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Where Should You Invest? Directly With A Mutual Fund Company

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The question here is not “What should I invest in?” but instead, “Where should I invest?” You probably want to know your options, don’t you? One option is to invest with a mutual fund company. What’s a mutual fund company? It’s a company that has created at least one mutual fund that investors can invest…

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What’s A Mutual Fund?

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You will hear about different types of investments, things like individual stocks or bonds, mutual funds, exchange traded funds, REITs, and even limited partnerships. They are all a slightly different, so it makes sense to have a little understanding of what these are and how they work. Let’s start at the beginning. What’s an individual…

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Not All Bonds Are Created Equally

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Stocks have been the focus over the past couple of months. When you hear about the “market,” they are referring to the stock market. When they discuss that the “futures are up” or the “futures are down,” they are talking about stocks. Everybody wants to talk about stocks, but there is another type of investment…

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Video: How Do Actively Managed Mutual Funds Stack Up?

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