Dec 18, 2017 | Investment Fundamentals
This article looks at the pros and cons of active and passive investing so you can determine what role these strategies should play in your portfolio. Definitions The terms active and passive describe fund management styles. The holdings of passively managed funds...
Mar 12, 2018 | Plan Features
Want to view the balance in your JRB account? Your recent contribution history? The rate of return on your investments? Change your asset allocation? Set up automatic rebalancing for your portfolio? Access a wide range of useful financial calculators? You can! Just...
May 8, 2018 | Investment Fundamentals
Market capitalization, often referred to as market cap, is one of the fundamental investment concepts. The JRB offers a variety of equity funds described as “Large-Cap,” “Mid-Cap,” and “Small-Cap.” What does this mean and why is it important? Market capitalization...
Jun 13, 2018 | Investment Fundamentals
If you invest in stocks, it’s important to understand the difference between Growth and Value investing. This article defines these terms, reviews some of the pros and cons of each approach, describes how you might combine them to create a diversified portfolio and...
