“What are the Types Investments?"- Money Monday with Shawna McCrea of Balance

BalAnce Well-Being

“What are the Types Investments?"- Money Monday with Shawna McCrea of Balance Financial

Types of Investments

GICS - is a certificate of deposit at a bank or other financial institution for a fixed term

Bonds - When you buy a bond, you are making a loan to a government or a company.

Shares - There are different types of shares available to investors interested in taking an ownership interest in a company.

Mutual Funds - Mutual funds allow you to diversify your portfolio by investing in a number of different investments.

Exchange-Traded Funds - are pools of investments that trade on a stock exchange.

High-Risk Investments - Crowdfunding, crypto, foreign exchange, hedge funds, inverse & leverage ETFs, Private Company Investments, Promissory Note, Real Estate-based securities

Scholarship Plans - an investment fund that pools your money with that of other families with children of the same age.

Segregated Funds - are pools of investments, similar to mutual funds, but sold as an insurance policy. They offer full or partial principal guarantees if held until they mature or until the fund holder passes away. They bypass probate so they can be useful in estate planning. Segregated funds also offer protection from creditors.

My Challenge to you review the types of investments you hold

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