Saturna Capital strives to keep our investors informed and educated. The best defense against choosing the wrong investment is learning about investing.
Did you ever wonder what happens behind the scenes of a mutual fund? Find out right here with our four part video series.
Mutual fund expense ratios garner a lot of attention from the news media, regulators, and investors. While cost containment is clearly a worthy goal, do a mutual fund's costs deserve to be your paramount consideration? Do they matter at all?
Retirement sounds pretty sweet, doesn't it? Exotic holidays. Finally writing that novel. Never having to rely on an alarm clock to wake up early. Being your own boss. Retirement goals are as varied as people themselves.
Use FINRA's BrokerCheck to see employment history, certifications, and licenses — as well as regulatory actions, violations, or complaints. You may also review information on your broker's firm.
Check out your broker with BrokerCheck
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Here's a handy guide to when we send out various tax forms (such as 1099 and 5498) and what those forms mean.
The 401(k) Event Horizon: Asset Allocation
Investors often view risk from the wrong perspective. The greatest risk is the erosion of your purchasing power, not the ups and downs of your portfolio.
Saturna invites you to visit the regulatory organizations that formulate the rules and regulations under which we operate.
- Securities & Exchange Commission (SEC)
- Financial Industry Regulatory Authority (FINRA)
- Municipal Securities Rulemaking Board (MSRB)
- US Department of Labor (DOL)
- US Department of the Treasury
- US Internal Revenue Service (IRS)
These links will open a new browser window and navigate you away from Saturna.com. Saturna makes no representation or guarantee of the accuracy or timeliness of the information you may encounter on these self-regulatory organization and US government entity websites.