Annual Notification from Fidelity Investments
Submitted by Headwater Investment Consulting on August 10th, 2016By CB Mason
By CB Mason By Kevin Chambers Equity (stock) mutual funds are classified most often using a tool called a style map. A style map shows the type of companies and the size of companies in which a mutual fund invests. This style map (shown above) is a tool that Headwater Investments uses to determine the composition and relative risk of equity mutual funds. By Kevin Chambers By Kevin Chambers By Kevin Chambers By Kevin Chambers Some companies have different shares of their stock. As an example, Google (Alphabet) has three different shares: A, B, and C. To understand why a company may do this, we need to think about the basics of stocks.Annual Notification from Fidelity Investments
Submitted by Headwater Investment Consulting on August 10th, 2016
Major Market Indexes
Submitted by Headwater Investment Consulting on August 3rd, 2016
International Markets
Submitted by Headwater Investment Consulting on July 27th, 2016
The Style Map
Submitted by Headwater Investment Consulting on July 20th, 2016
Stock Basics
Submitted by Headwater Investment Consulting on July 13th, 2016
Home Ownership – Not just Millennials Fault
Submitted by Headwater Investment Consulting on July 6th, 2016
Brexit - Update
Submitted by Headwater Investment Consulting on June 24th, 2016
The Federal Reserve
Submitted by Headwater Investment Consulting on June 22nd, 2016
Bonds: A Long-Term View
Submitted by Headwater Investment Consulting on June 15th, 2016
What is the difference between Goog and Googl?
Submitted by Headwater Investment Consulting on June 8th, 2016