New York: Ithaca, NY
New Jersey: Flanders, NJ

Mutual Funds

When deciding to invest in mutual funds, you should first make sure that you have a clear understanding of your investment objectives. When you invest in a mutual fund you are investing in a diversified portfolio of investments that normally fluctuate in value. To obtain the best results, your investment should generally be regarded as a long-term investment (i.e., 5 years or more). Stock and bond markets in which mutual funds invest tend to rise and fall over short periods but generally outperform other types of investments over the longer term. Some funds such as money market or short-term bond funds may be viewed as suitable short-term investments.


This website is for informational purposes only and not an offer to buy or sell securities.
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NHFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NHFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

© The Strebel Planning Group | All Rigts Reserved 2013 - 2019

Website Redesign by Flourish Design Studio Inc, Ithaca, NY