401k Services in Massachusetts

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 401k Services in Massachusetts
 401k Services in Massachusetts

 401k Services in Massachusetts

Retirement Tip

401k Plans Massachusetts

 

 

 

 

 

 

 

 

How To Select a Mutual Fund

see also the Most Important Rule of Mutual Fund Investing

With over 12,000 mutual funds in existence, selecting one can be difficult. One of the most important first steps is to ask: 'What is this money for?'

If the assets are going to be used for retirement in 20 years, a new house next year, or for college for your 14 year old daughter, the appropriate investments can vary greatly.

One popular method of investing is to invest assets which are needed short term in investments that are safe or guaranteed such as US Treasury Bills or CDs. The problem with these investments is that they have historically had very low returns in comparison to other investments.

Stock market based investments such as stock mutual funds have averaged a far higher return than guaranteed investments. With that higher return has come higher volatility. Historically, patience has paid off -- in the 1930s, 1987 and 1989 when the stock market corrected patient investors who did not sell at a low point where able to have their investments return favorably.

In fact, if you invested money in the stock market the day before the crash of 1987 or 1989 you would have had made more money in the next 12 months than you would have if you put the money in the bank.

 

Towns we serve

Acton
Andover
Bedford
Billerica
Bolton
Boston
Boxborough
Burlington
Cambridge
Canton
Carlisle
Chelmsford
Concord
Foxborough
Framingham
Grafton
Hingham
Holliston
Hopkinton
Hudson
Lexington
Lincoln
Littleton
Mansfield
Marlborough
Maynard
Medfield
Milford
Monroe
Natick
Needham
Newton
North Andover
Norwell
Norwood
Quincy
Reading
Russell
Southborough
Stow
Sudbury
Tewksbury
Wakefield
Waltham
Watertown
Wellesley
Wenham
Westborough
Westford
Weston
Westwood
Wilmington
Woburn

 

Contact a financial advisor in Massachusetts for more Information

Why Use an Investment Advisor? 

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401k law Change for 2002

401k plans and Key Features

 

 
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 401k Services in Massachusetts

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Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information please call 1-800-559-2900 to request a Prospectus. Please read it carefully before you invest.

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