Key Takeaways Mutual funds present investors with an efficient means of holding a large, diversified basket of assets The mutual fund universe offers a varying range of opportunities and risks; choose carefully Understanding your financial goals, engagement levels, and risk tolerance is key to selecting a suitable mix of mutual funds So, you’ve decided your […]

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Key Takeaways Diversification is both the attraction and Achilles’ heel of conglomerates GE and Berkshire Hathaway are among some famous old-school conglomerates Amazon represents the vanguard of modern conglomerates Is it fair to think of conglomerates like General Electric (GE) and Berkshire Hathaway (BRK.A) (BRK.B) as the original mutual funds? In general, a conglomerate company […]

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Key Takeaways Social trading can be an informative way to invest, as long as you approach it with caution Know when consensus in opinion among forum participants starts resembling herd mentality Understand there isn’t always safety, let alone wisdom, in numbers In late January, we saw some quiet and underperforming stocks unexpectedly rise in value […]

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