Call toll free
1-800-862-5670

Joel M. Dziedzic
Home

Products and
Services


Mutual Funds

401K Rollover

Roth IRA

SEP IRA

Information
Request Form


Consumer Information

Investment Resources


  

 
Mutual Funds
 
Mutual funds can be an excellent way to plan for your retirement, save for your children's education, and increase your monthly income. Mutual funds may simplify your investment experience, and allow you to depend on the expertise and experience of professional money managers freeing up your time to be used for more enjoyable pursuits. Mutual funds generally invest in Stocks, Bonds, and Money Markets.
 
Why might Mutual Funds better than owning individual Stocks and Bonds?
 
Most people are to busy with work and family, and don't have the time to properly make everyday decisions with their portfolio. When you invest in a Mutual Fund, you're hiring a team of professionals with years of experience and expertise making these decisions on your behalf.
 
The other major benefit of investing in Mutual Funds is Diversification. Depending on your financial situation, the amount of money you are able to invest will limit the number of different Stocks or Bonds you can purchase in your portfolio. Mutual Funds will typically invest in a basket of 100 or more Stocks or Bonds in each fund giving you diversification.  In other words, some of the stronger performing holdings will help to offset some of the lesser performing holding in the funds.
  
Is there anything I can do to potentially reduce the risk of investing?
 
By utilizing professional money managers of the mutual funds, you will have taken a giant step towards potentially reducing investment risk. In addition, you can use a time proven technique called "Asset Allocation" which is the process of spreading your mutual fund investments across different asset classes and management styles. To read more about this, CLICK HERE.
 
How do I get started? CLICK HERE
 
*Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

The Information contained is derived from sources believed to be accurate, however we do not guarantee its accuracy.  The information contained is for general use and it is not intended to cover all aspects of a particular matter.  You should discuss any legal, tax, or financial matters with the appropriate professional.  The opinions stated are that of the author and not that of The Investment Center, Inc.

The opinions stated are that of the author and not that of The Investment Center, Inc. The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. 

Past performance does not guarantee future results. Investors should carefully consider the investment objectives, risks, charges and expenses of the investment products before investing because these factors will directly affect future returns.

Share price and return will vary, so investors may lose money. Investing for short periods makes loses more likely. Mutual Funds are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity. The opinions stated are that of the author and not that of The Investment Center, Inc.

 

ALL SECURITIES OFFERED THROUGH THE INVESTMENT CENTER, INC., Bridgewater, NJ Member NASD - SIPC - A REGISTERED INVESTMENT ADVISOR LICENSED IN THE FOLLOWING STATES: CA, CO, CT, FL, GA, LA, MD, MI, NJ, NM, NY, PA, TX, VA