Invest Wisely
Iowa Insurance Division Iowa State University Extension Investor Protection Trust

Episodes 25-32

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Mutual Funds Give Investors Many Advantages

Mutual funds provide many advantages for individual investors, including diversification and the skills of professional managers. But the choices can be overwhelming.

Episode 25:

Radio Vignette

Time 2:15: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

News Release 13: Mutual Funds Give Investors Many Advantages

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Investor

Episodes 1-8
Episodes 9-16
Episodes 17-24
Episodes 33-40
Episodes 41-48
Episodes 49-52

         
 

Mutual Funds Require Some Study

When you invest in mutual funds you are investing in someone else’s expertise and that means annual management fees. Compare all the costs of owning different mutual funds before you buy.

Episode 26:

Radio Vignette

Time 2:30: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

 

Investors

 

 

 

 
         
 

Index funds may be for you

Consider index mutual funds — historically they have a lower expense ratio than the average managed mutual fund.

Episode 27:

Radio Vignette

Time 2:15: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

News Release 14: Index Funds and Exchange Traded Funds Offer Advantages

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Investors

 

 

 

 
         
 

Consider Exchange Traded Funds (ETFs)

Exchange Traded Funds, or ETFs, are the fastest growing segment of the fund industry. Find out why.

Episode 28:

Radio Vignette

Time 2:30: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

  Investors  
         
 

Alternative investments include selling short

Selling short is a risky investment strategy.  It may not be appropriate for the typical investor.

Episode 29:

Radio Vignette

Time 2:45: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

News Release 15: Alternative Investments for the Advanced Investor Only

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  Investor  
         
 

Alternative investments can include real estate

Owning your own home is usually a good investment. But be careful with other real estate options such as real estate investment trusts.

Episode 30:

Radio Vignette

Time 2:38: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

 

 

Investors

 

 

 

 
         
 

An important financial record – your asset basis

If you sell an asset and cannot prove your basis, the IRS can apply a basis of zero, which can be costly. Find out more about this important part of financial recordkeeping.

Episode 31:

Radio Vignette

Time 2:10: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

News Release 16: Financial Recordkeeping Saves Money and Worry

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Investors

 

 

 

 
         
 

Keeping financial records – how long?

Keeping good financial records can save you money on taxes and may also keep you from worrying about finding information when you need it.  Find out how long to keep specific records.

Episode 32:

Radio Vignette

Time 2:35: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

 

 

Investors

 

 

 

 
 

 


     

Iowa State Extension’s Invest Wisely project was funded by a grant from the Investor Protection Trust (IPT). The IPT is a nonprofit organization devoted to investor education. Since 1993 the IPT has worked with the States to provide the independent, objective investor education needed by all Americans to make informed investment decisions.