facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
There are two options for investment vehicles Thumbnail

There are two options for investment vehicles

Option 1:  Build Your Own Portfolio

  • Recommended for investors with knowledge and experience.
  • Will require periodic “rebalancing” of assets to reduce risk.
  • Not professionally managed.

Option 2:  Target Date Funds

  • Recommended for inexperienced and “hands off” investors. 
  • Pre-built funds that correspond with your projected retirement.
  • No “rebalancing” required -- invest and forget.
  • Professionally managed.
  • Just select the fund that corresponds with your projected retirement, e.g. “Target Date 2045” or “Retirement 2045”

You May Also Like:

866-333-4726 |