What is a Prospectus? The difference between an Index fund and a Mutual Fund.

Making sure you have the most current Market Update 💹 and how rates have been trending.
We will discuss a Prospectus view in a 401K account, Index fund, and Mutual Fund. and the 2 other key points to view when viewing investments.

Links to articles mentioned:
https://www.bloomberg.com/news/articles/2024-11-14/fed-s-powell-says-no-need-to-hurry-rate-cuts-with-economy-strong

https://www.forbes.com/sites/jasonschenker/2024/11/07/the-fed-just-cut-interest-rates-and-more-rate-cuts-are-coming/

https://www.wsj.com/economy/central-banking/boston-fed-president-says-december-rate-cut-isnt-a-done-deal-50ef1429?mod=economy_lead_story

Index funds vs. Mutual funds: Understanding both:
https://www.newyorklife.com/articles/index-fund-vs-mutual-fund

Contact us at:
Tarah Read
NMLS# 2054808
[email protected]

Robert Sierra
NMLS#1435167
[email protected]