Whether you are investing on your own, through a Roth IRA or your company’s 401(k), the basic philosophy of investing is the same: there is a trade off between risk and return. This discussion will cover the basic building blocks of stocks and bonds as well as discuss the pros and cons of more complicated vehicles including mutual funds, ETFs, annuities, employee stock options and real estate.
These products have various risks including loss of principal and may not be suitable for every investor.
Securities and advisory services offered through LPL Financial, a registered investment adviser and member
. Insurance products offered through LPL Financial or its licensed affiliates. The Credit Union and LPL Financial are not affiliated. The investment products sold through LPL Financial are not insured MIT Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the MIT Federal Credit Union and are not endorsed, recommended or guaranteed by MIT Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: CA, GA, IL, MA, NH, OH, and RI.
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Lunch & Learn: Basics of Investing
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