Lynda Claiborne

Diversify your Portfolio with Mutual Funds

After she was widowed, Mary received a lump sum from her husband’s life insurance policy. Mary needed current income and also wanted to invest for her retirement. Her financial planner, Harriet, suggested mutual funds. Harriet explained that a mutual fund is a professionally managed pool of stocks and/or bonds that provide reduced portfolio risk through …

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Stocks: Getting to Know Them

After Anna received half of a joint stock brokerage account in her divorce, she went to see Sam, a stockbroker recommended by a family friend. Sam quickly found that Anna’s knowledge of investments was slim, so he explained stocks to her. Stocks in a company represent a portion of ownership, called shares, that are bought …

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