» » »

Investing in Mutual Funds Omaha NE

How does a mutual fund work in Omaha? For example, let’s assume you are contributing a certain percentage of your paycheck to your retirement fund. The manager of the fund utilizes the contributions from all employees and invests in stocks and bonds.

Jason Hiley
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Women's Financial Planning Issues, Advising Medical Professionals, College/Education Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Keith Smith
K.P. Smith Asset Management
(402) 392-0509
9910 N. 48th Street Suite 112
Omaha, NE
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Justin D. Wanek, CFP®
(402) 390-6320
9300 Underwood Ave
Omaha, NE
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Mr. Timothy J. Harrison, CFP®
(402) 891-2302
9300 Underwood Ave
Omaha, NE
Firm
Harrison Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Mr. Randall L. Jensen, CFP®
(402) 391-0222
9850 Nicholas St.
Omaha, NE
Firm
Nabity-Jensen Investment Management, Inc.

Data Provided by:
Michael Karstens
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIFA, BS, CFP®

Mr. Gabriel Kerlik, CFP®
(402) 334-7265
1111 N 102nd Ct Ste 320
Omaha, NE
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Wealth Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Scott T Cavey, CFP®
(402) 393-5900
9290 W Dodge Rd Ste 200
Omaha, NE
Firm
Illuminate Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Mr. Jason L Christo, CFP®
(402) 970-1533
10050 Regency Circle
Omaha, NE
Firm
MetLife
Areas of Specialization
Retirement Income Management

Data Provided by:
Mr. Daniel B. Kline, CFP®
(402) 343-8309
10250 Regency Cir Ste 250
Omaha, NE
Firm
Continuum Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Special Needs Planning

Data Provided by:
Data Provided by:

Investing in Mutual Funds

With the current volatility of the stock market you may be wondering if you should invest in mutual funds. If you are currently contributing to a 401K through your employer and you’ve had an opportunity to select the type of investment, the quarterly updates you receive clearly explain how your investment has been holding up.

How does a mutual fund work? For example, let’s assume you are contributing a certain percentage of your paycheck to your retirement fund. The manager of the fund utilizes the contributions from all employees and invests in stocks and bonds. If the stock market is up, chances are you are receiving a good return on your investment. If not, the opposite is true.

Successfully investing in mutual funds is dependent upon the portfolio or types of stocks and bonds purchased. For example, if you take a look in your local newspaper in the stock market section and look for Mutual Funds, you may notice a company name followed by a number. The number is listed under NAV.

What is NAV? NAV means Net Asset Value. This is the price for which shares are bought and sold. So, if the NAV price is $8.00 and the portfolio has one million shares, then the stocks and bonds would be worth eight million dollars.

While there are many types of mutual funds, it takes a great deal of reading and research to understand what they are and how investing in them would create a successful portfolio. Some of the types of funds include value funds, growth funds, growth and income funds, equity income funds, and balanced funds.

More familiar funds in this category would consist of sector funds. These are shares in companies in a specific sector such as health, energy, or technology. Index funds are those shares purchased through Standard & Poor 500.

Investing in mutual funds is a good idea as long as the manager seeks to diversify the portfolio by purchasing shares in stocks, bonds, and securities. If you work for a company that offers a retirement plan, you can easily check the type of investments they are making on your behalf.

As far as investing in mutual funds on your own is concerned, the best advice would be to seek a financial advisor who can determine if this is a good time to invest, and who will explain the difference between the funds and which one would be financially worthwhile.

Click here to read more from TheAdvice.com

Related Video

When Is it Right Time to Invest? (GoodFinancialCents.com)




nSphere provides links to videos hosted on other sites as a convenience to our users and does not control the content of the videos or any other graphic content outside of the nSphere network. nSphere is not responsible, in any way, for any information, advice, content or graphics found in any video linked to this site. All video usage is subject to the terms and conditions of the site upon which such content resides. Users are encouraged to review those conditions upon transferring from this site to any host site.