Northwest Financial LLC

MUTUAL FUNDS

A mutual fund is a pooled investment. When you buy shares in a mutual fund, you are buying shares in a professionally managed portfolio of stocks, bonds, or other securities. Investment managers are responsible for buying and selling securities according to stated investment objectives.

What Are the Potential Advantages of Mutual Funds?

Mutual funds can provide a number of features, including built-in diversification, professional management, convenience, low investment minimums, and a wealth of investment choices all in one package.

You should remember that past performance is no guarantee of future results. The value of your shares will fluctuate with the changes in market conditions, and when sold may be worth more or less than the original investment amount.

There are many types of mutual funds with varying degrees of investing risk. Mutual funds involves fees and expenses. Also you you often pay income or capital gains tax on your profits.

Your Northwest Financial LLC financial representative can help you analyze whether mutual funds may complement your financial goals. Contact us today to schedule an appointment and learn more about this investment vehicle.

Access to securities and insurance products provided by Northwest Financial Group, a registered broker/dealer, member FINRA/SIPC. Northwest Financial Group is a subsidiary of Northwest Financial LLC, a wholly owned subsidiary of Northwest Federal Credit Union. Securities and insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Not NCUA insured. No credit union guarantee. May lose value.

Loan protection and tax preparation services are not affiliated or endorsed by LPL Financial.

The LPL representatives associated with this site may only discuss and transact securities business to residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI.