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Stocks, Bonds, Mutual Funds, Oh My!

Recently, I was visiting my parents at their home and I found a note card in my old room with my CFP study notes. On the note card was details about “calls” and “puts,” which are fancy words for trading strategies in the financial world.

When I saw the note card I realized how confusing financial lingo can be and got really annoyed. Why? Well, I was annoyed at the fact that so much of the lingo is nonsense that just tries to over complicate strategies so people feel overwhelmed and paralyzed by the information.

But instead of staying annoyed, I decide to do something about it.

It inspired me to make a video describing the basics of stocks, bonds, mutual funds and ETFs. Although you may know the differences between them already, it never hurts to have a review to really understand how they work. I find that once you’re educated about investing, you can make informed decisions to start investing for your financial future.

So in today’s video, I explain the difference between a stock, bond, mutual fund and ETF.

Watch the video now, then request your free Discovery Session with me so we can talk about which investments are appropriate for you given your financial situation and life goals.

Have a great rest of your day, and I look forward to connecting with you again next week!






The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.