Asset Classes

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An asset class is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations. Asset classes are made up of instruments which often behave similarly to one another in the marketplace.
The main asset classes are equities (stocks), fixed income (bonds) and cash equivalent or money market instruments.


January 8, 2020

Shep decides between ETFs and Mutual Funds

ETFs vs Mutual Funds

Imagine you are 22 years old and your parents just gifted you $10,000 to begin your investment journey. Where and how do you choose to allocate this money in the...
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