Mutual Funds, ETFs & Equities
Investing in the stock market is one path to achieving your financial goals.
Mutual funds offer many advantages, including Diversification to help mitigate risk, convenience and a wide selection of funds to keep pace with changing financial needs.
But with thousands of different mutual funds available, choosing a fund can be difficult. Middleburg Investment Group* will help you develop a mutual fund strategy that's right for you.
Exchange Traded Funds (ETFs)
An exchange traded fund (or ETF) is an investment vehicle which, like a mutual fund, holds assets such as stocks or bonds. However, an ETF is traded on stock exchanges and its price can fluctuate throughout the trading day, much like stocks.
Most ETFs track an index, such as the S&P 500 or MSCI EAFE. ETFs may be attractive as investments because of their low costs, tax efficiency, and stock-like features.
The investment professionals at Middleburg Investment Group will help you decide if ETFs should play a role in your investment strategy and, if so, determine the best ones for your specific needs.
For many people, investing in individual stocks are the right choice when trying to achieve their financial goals. But are they right for you?
Your Middleburg Investment Group representative can help you decide and get you started. Your Middleburg Investment Group representative* will work with you personally to understand your current investment goals. Then he or she will help you choose the products and services that are right for you.
And when life events like a marriage, the birth of a child, or new career opportunities cause your needs to change, your Middleburg Investment Group representative will be there to help you adjust your investment strategy so you can stay on track as you try to meet your financial goals.