Understanding Investment Products: Stocks, Bonds and Beyond
Choosing the right investment products is the foundation of a successful portfolio. Join us for an informative session where we’ll break down the different types of investment products and help you understand how they fit into your financial strategy.
We will cover:
- Cash Products: Savings accounts and their role in your financial plan.
- Overview of Stocks, Bonds, Mutual Funds, and ETFs: The building blocks of most portfolios and how they differ.
- ETFs vs Mutual Funds: Key differences, benefits, and when to use each.
- Benefits and Risks of the different products.