77 Search Results
77 Search Results
https://www.sofi.com/learn/content/coattail-investing-basics/
Coattail investing, also known as copycat investing, is one of many popular investment strategies and one that involves investors trying to replicate the results of investors that already have a proven track record of success. In effect, investors look at what other successful investors are doing, and replicate it. For newer investors, this method has […]
https://www.sofi.com/learn/content/investment-funds-basics/
Investment funds are financial tools that effectively allow investors to pool their resources to buy into a collection of securities. It’s relatively common and easy for beginning investors to dip their toes in the market with investment funds for a variety of reasons. But there are many types of investment funds, and the purported benefits […]
https://www.sofi.com/learn/content/find-the-right-investment-advisor/
Investment advisors help investors figure out their goals, create financial plans, and put those plans into action. There are a lot of them out there, too, meaning that finding the right professional for you or your family may seem daunting. But finding the best investment advisor for you can be a fairly painless process. You’ll […]
https://www.sofi.com/learn/content/are-financial-advisors-worth-it/
Financial advisors can help their clients to define their financial goals, prioritize them, and develop a plan to achieve them. But depending on the specific individual, a relationship or level of engagement with a financial advisor can vary, as different investors have different needs. Generally, deciding whether you need a financial advisor will come down […]
https://www.sofi.com/learn/content/what-is-a-target-date-fund/
A target date fund is a type of mutual fund designed to be an all-inclusive portfolio for long-term goals like retirement. While target date funds could be used for shorter-term purposes, the specified date of each fund — e.g. 2040, 2050, 2065, etc. — is typically years in the future, and indicates the approximate point […]
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