Investment Briefs is a collection of commonly used investment products which are then explained in detail to help our users better understand their investments.  Each product description contains an overview, pros and cons and links to more videos and articles that provide further information and context.

  • Certificate of Deposit (CD)

    • A low-risk investment in the form of a depository account that usual provides returns close to short-term treasury notes.

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  • Exchange Traded Fund (ETF)

    • Exchange-traded funds (ETFs) are a type of mutual fund that can provide investors with thorough diversification for relatively small minimum investments.

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  • Hedge Fund

    • A professionally managed, private investment partnership that utilizes a variety of techniques to generate returns including leverage, event-driven strategies, long/short hedging positions and arbitrage strategies.

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  • Mutual Fund

    • A collective investment vehicle that pools investments from many investors to provide economies of scale, specifically thorough diversification and lower investment expenses.

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  • REAL ESTATE INVESTMENT TRUSTS (REITs)

    • A real estate investment trust is a type of security that invests in real estate. REITs often have lower minimums than investing directly in real estate and offer more liquidity.

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  • Separately Managed Account (SMA)

    • In this type of account, the investor directly owns a basket of securities that a professional money manager selects. Generally the money manager is a third-party selected by an investment advisor on behalf of the investor.

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  • Unit Investment Trust

    • A professionally constructed but unmanaged portfolio sold by an investment company specializing in capital appreciation or dividend income.

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  • Variable Annuity

    • An insurance contract that offers investment sub-accounts similar to a mutual fund. Investment returns earned in a variable annuity are not taxed until withdrawn from the annuity.

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