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Investment Strategies

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March 5, 2017
Core Group US
Tax Advice
Investment Strategies

Investment strategies differ depending on the long-term goals of the investor as well as his or her financial resources. However, there are a few types of investments that are a good option for even the most inexperienced investor.

Mutual Funds

People who are eager to invest, but don’t have a lot of capital often choose to invest in mutual funds. A mutual fund is a Securities and Exchange Commission (SEC)-registered investment company that pools funds from multiple investors and then puts the money into stocks, bonds, and short-term money-market instruments. These combined assets are called a portfolio, which is managed by an investment adviser.

Each mutual fund share represents an investor’s proportionate ownership of the portfolio and any income it may generate. Investors are then able to buy or sell more shares directly to or from the fund, usually through an intermediary, such as a broker. Besides offering a low-cost investment opportunity for new investors, mutual funds also help spread investments across a number of industries and companies, which lowers the risk of loss if one company fails.

Real Estate Investment Trusts

Investing in real estate can also be a profitable venture. For instance, real estate investment trusts (REITs) allow multiple investors to pool their funds and purchase large-scale, income-producing property, including shopping malls, office buildings, and apartments. REITs are both publicly traded and privately traded, so in some cases, investors can purchase shares directly off of the public exchange through a broker. Investors can then choose to collect dividends over time or sell their shares for a profit.


When an investor purchases a bond he or she is essentially lending money to a government, city, or company. In return for those funds, the issuer gives the investor a bond, which will collect interest and eventually be repurchased by the issuer. The most common types of bonds are municipal bonds, U.S. government securities, and corporate bonds. Most bonds are purchased and sold in the over the counter (OTC) market and sometimes, on the stock exchange.

Contact an Experienced Financial Management Team Today

If you are interested in investing and have questions or concerns about how to get started, please make an appointment with a member of the CORE financial services team by scheduling a call below.

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