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Target Funds vs Index Funds: Key Differences
https://www.sofi.com/learn/content/target-vs-index-funds/
Target-date funds and index funds are two common investment vehicles for individuals investing for retirement. Investors may see one or both of these types of investment as options in their 401(k) or other workplace retirement fund. Target-date funds offer a sort of set-it-and-forget-it approach to investing typically tied to an investor’s timeline, while index funds […]
Financial Index Card: All You Need for Your Money Management
https://www.sofi.com/learn/content/financial-index-card-advice/
Money management can be complex, but what if the best, smartest advice could fit on one little index card? That’s the idea behind the financial index card. It’s a concept that the researcher who popularized the idea that the most effective strategies could be summarized on a small piece of paper, whether you pin that […]
6 Investment Risk Management Strategies
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All investing involves some level of risk, and how much any individual investor is willing to take on will depend on their risk tolerance. There are also numerous investment risk strategies out there that they can use to try and limit losses and increase their returns. But it all comes down to the specific investor. […]
What are Underlying Assets?
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In financial circles, assets make the world go round. The goal is to accumulate the most valuable assets to create and sustain long-term wealth. That lifelong process starts with education, and that, in turn, begins with a key tenet of wealth building: knowing all about underlying assets and what role they play in portfolio management. […]
Buy Side vs Sell Side
https://www.sofi.com/learn/content/buy-side-vs-sell-side/
The buy side and sell side are two fundamental aspects of the financial markets. As it sounds the buy side refers to investment companies (including pension funds, hedge funds, money managers) that buy securities for their clients. The sell side is involved in the creation, selling, or issuing of the securities that the buy side […]