Category | Asset Management

Selecting and Monitoring Mutual Funds

Posted on 29 August 2009

Have you ever been to an unfamiliar city and stopped for directions on how to get to your final destination? If you were to ask several local citizens, you would likely receive multiple and even different detailed expressions of these directions. The difficulty then becomes deciphering which “direction” will get us there quickly and with a minimal number of “wrong” turns. As investors your destinations are slightly different yet you commonly use similar investment vehicles (mutual funds) to travel this path. Each of you plan and hope to reach your goals quickly and with minimal risk.

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Dean Piccirillo offers insurance products through HBK Sorce Insurance LLC, investment advisory services are offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Mr. Piccirillo is not able to transact business in a state that he is not licensed or registered. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.