PPT-Mutual Funds for Retirement

amp O ther Long Term Goals Financial Planning for Women May 2012 Dr Jean Lown FCHD Dept USU Advanced Family Finance Students Erica Abbott Brittani Bushman Sharee Hepworth. Funds for. Retirement . (& . O. ther Long . Term . Goals). Financial Planning for . Women, May 2012. Dr. Jean . Lown. , FCHD Dept., USU. Advanced . Family . Finance Students:. Erica Abbott. Brittani Bushman. CA. Ashish Modani. Certified Financial Planner. Why I am saying so…. They are subject to market risk which are . Political Risk. Geographical Risk. Business Cycle Risk. FIIs Risk. They don’t offer guarantee like you get in PPF, FDs etc.. Mr. Sullivan. Building Wealth. What is a Mutual Fund?. Mutual Funds offer an alternative to investing in individual stocks.. What is a Mutual Fund?. A mutual fund is a collection of shareholders’ money that is invested by professional fund managers in an assortment of different securities, such as stocks or bonds.. For Physicians. Basics to Financial Wellness. Michael Weis. Chief Financial Officer. American College of Physicians. 56. % of physicians . admit . to making investment mistakes, such as real estate, stock investment, or . Ashley Smith, Anissa Patterson, Alyssia Fernandez, Dacota Holder, Dakota Webb, Jonathan Brooks, and Thomas Melton. Background on Mutual Funds. Stock Mutual Funds: Sell shares to individuals and invest the proceeds in stocks.. 2. What We Will Cover. What is a Mutual Fund?. Advantages and Disadvantage of Mutual Funds. Costs of Mutual Funds. Types of Mutual Funds. ETFs. Buying a Mutual Fund. 3. What is a Mutual Fund?. Investors pool their money. Ashley Smith, Anissa Patterson, Alyssia Fernandez, Dacota Holder, Dakota Webb, Jonathan Brooks, and Thomas Melton. Background on Mutual Funds. Stock Mutual Funds: Sell shares to individuals and invest the proceeds in stocks.. Open-End. Closed-End. (. Stock trades on secondary market; Net asset value (NAV) is determined daily, but market price determined by supply and demand). - ETFs (Exchange Traded Funds). Cafemutual. Conference - 2016. Mumbai June 7, 2016. Siddharth Shah. Khaitan & Co. History of Mutual Funds . The . first . modern mutual. , or open-end, fund was . the . Massachusetts Investors Trust . Mutual Funds. What is a Mutual Fund?. Professionally managed group of investments bought using a pool of money from many investors. What factor is the driving force behind the type of investments purchased for a mutual fund?. Mutual Funds. Review. Breakdown of Funds. Family of Funds. Share Classes. Fees & Expenses. Top 10 Mutual Funds. Mutual Fund Scenario. Questions. MUTUAL FUNDS. Portfolios of securities, mainly stocks, bonds and money market instruments. Personal Financial Planning For Physicians Basics to Financial Wellness Michael Weis Chief Financial Officer American College of Physicians 56 % of physicians admit to making investment mistakes, such as real estate, stock investment, or . Choose options that mix well with your appetite for risk . Retirement. on the . Brain. Retirement. on the . Brain. First Last Name. Title, The Standard. First Last Name. Title, The Standard. Speakers. I. What is a Mutual Fund. ?. A. A mutual fund is a collection of stocks (or bonds) rather than an individual stock or bond.. . 1. . Example: If you spent $100 on stock in . Ford Motor . Company, than you would have .