Frequent Questions

RETIREMENT PLANNING

Sherrie Jo Williamson

Mailing address:
Williamson Financial Services, Inc.
1980 Willamette Falls Drive
Suite 120, PMB 323
West Linn, Oregon 97068

Frequent Questions

What is a mutual fund?

A mutual fund is an investment vehicle which allows clients to pool their resources. These resources are then managed by a professional money manager, who directs the fund according to a fixed set of objectives. Because the money is pooled together, the manager is able to diversify investments, though a client's personal contribution to the fund might be small. Mutual funds are a way of investing for the future, and don't require a huge amount of base capital from the client.Oppenheimer

What is an Oppenheimer Mutual Fund?

Oppenheimer features a broad selection of mutual funds, giving you a full range of investment choices.

And more choices mean greater diversification and better ability to respond to changing economic circumstances.

They also give you and your financial advisor the opportunity to structure an investment portfolio that matches your time frame, your feelings about risk and, most important, your goals.