Investments
Nearly three quarters of all U.S. households invest in the stock market. And half of all U.S. households invest in mutual funds?the nation's fastest growing type of investment. Some investors are saving for a comfortable retirement, other's for a child's education. Whatever their goals, shareholders benefit from broad diversification, professional investment management, and ready access to their money. If one decided investing was a sound way to secure their financial future, their next step is to build a balanced portfolio by selecting an investment company and/or suitable investment types. While it may seem daunting?and even overwhelming?there is always someone who stands ready to help an investor.
EXPERIENCE
Investment Principles
In my experiences in dealing with many investment companies, I've seen and done many tasks in helping novice and advanced investors chart a course to their financial well being. I have over two years of investment experience with the second largest investment management company in the industry, The Vanguard Group. The company I work for is an old, conservative company with many long-standing values. For example, client-focused values, competitive investment offerings, low costs, diverse fund offerings, and responsive client service. The company was founded on those reasons and continues to prove their great reputation and established lower cost concepts. However, with the changing of the times, so should the company, but in Vanguard's case its not happening
for the benefit of our clients. Vanguard uses a canned financial plan for people we consider conservative, moderate, or aggressive investors. This works in some cases but
the p ...