INFO 16029 Lecture Notes - Lecture 9: Mutual Fund, Tax Bracket, Stock Transfer Agent
4 Dec 2017
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Note takers: andrea and monique okay groups sign in and get your name tags please. We(cid:495)re down to half and there is a. They(cid:495)re liquid, take your money if you need it! This diversity gives you options, how storm warning. Review of unit 6 many stocks and bonds. We also talked bout the types of income generated by mutual funds. T: capital gains, you put capital in, it gains in value and it(cid:495)s capital gain. We(cid:495)ve talked about this like (cid:887) times now. T: balanced has everything in fixed income and all the things in equity. T: yes new companies, small companies, companies that need seed money. You"re paying them to find the deals in the equity market. Conservative on this end and growth on the other end. Then we looked at alternative investments, what were those there were 8 of them. Etfs, they are like index funds but trade on exchange.
