Citi Personal Wealth Management

Investing

Investing can be complicated, we’re here to help make it a little more understandable.

Introduction to Sustainable Investing

Sustainability is increasingly a key consideration for investors. Sustainable investments has the potential to deliver risk adjusted returns comparable to those of traditional investments, but with the additional satisfaction of alignment with environmental and/or social goals.

Trading Options: The Basics

Investment strategies designed to take advantage of price movements in up and down markets.

Introduction to Equities

Equities are shares of fractional ownership of a company. Shareholders have a claim on either the returns that the company generates during operations, or any residual claim on the company assets in the event of the company’s liquidation (this happens after all debts are paid).

Introduction to Exchange-Traded Funds (ETFs)

An ETF, or exchange-traded fund, is a marketable security that tracks various underlying assets, such as an index, a commodity or bonds. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are ...

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6 Steps to Building Your Portfolio

Building a portfolio is sort of like building a house. You want a design that you will be happy with and that meets your family’s needs. You’ll need ...

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Mutual Fund Basics

Mutual funds are a popular way to invest in securities. Because mutual funds can offer diversification and professional management, they may offer certain advantages over purchasing individual stocks and bonds.

Does Systematic Investing and Dollar Cost Averaging Make Sense for You?

You may have heard of the terms “systematic investing” and “dollar cost averaging,” but ...

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Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns

Many of us start out as savers, favoring bank products such as savings accounts and ...

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Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?

Learn the basics of when and how to rebalance your portfolio.

Important Information

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written. The relevance of such topics may change at future dates.

Diversification and asset allocation do not protect against loss or guarantee a profit.

Financial Advisors are representatives of Citi Personal Wealth Management and not of Citibank.

Please consult your Financial Advisor before making any investment decisions.

The above content is for informational purposes only and contains a summary of the topic and is not intended to be a comprehensive discussion, including any legal or tax ramifications of the strategies or concepts described herein. These strategies are not guaranteed to succeed or indicate future performance, and they do not necessarily represent the experience of other clients.

This is not an offer to buy or sell any of the securities, insurance products, investments, or other products named.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

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