Stocks, Bonds, & Mutual Funds in Fort Worth & Dallas

The Texas Retirement Specialists, through their sister company Jim Poe & Associates, offer a variety of investment options, including stocks, bonds and mutual funds. Our goal is to find the right investment strategy that works for you. Whether you're looking for retirement planning investing options or you simply want to generate income through investing, our team at our Fort Worth or Dallas, Texas offices will provide you with the education and assistance that you need to get started and in maintaining your portfolio.


When you purchase stocks, you're purchasing shares of a company. The price per share is going to depend on the amount of money that's invested in the company. There are two different types of stock: common stock and preferred stock. If you own common stock, you typically receive voting rights in regards to corporate decisions. In you have preferred stock, you don't get voting rights but you're usually entitled to receive dividends prior to dividends being issued to other stockholders. The value of the stock that you hold will vary depending on the stock market unless you hold private stock in a company that isn't publically traded.


With bonds, the entity who issues the bond sets the rate of interest that will be paid once the bond matures. The three common types of bonds are U.S. Treasury bonds, corporate bonds and municipal bonds. With bonds, you don't have equity at stake like you do with stocks.

Mutual Funds

A mutual fund is an investment that includes funds from several investors. These funds are then used to purchase or invest in stocks, bonds, money market accounts or other assets. One of the best benefits of mutual funds is that they give small investors the opportunity to invest in diversified portfolios that are professionally managed. This gives people the opportunity to invest a small amount of capital, which without a mutual fund, they wouldn't likely be able to do.

What Should I Invest In?

If you're new to stocks, bonds and mutual funds, you may be wondering which option is best for you. The three options listed above are all very different from each other and when you meet with us, we'll go over in detail what your choices are based on your unique situation. Is there risk involved? It's common to be concerned with risk but it's a fact that needs to be dealt with when it comes to the stock market. You'll never be forced into taking a risk that you don't feel comfortable taking.

Not every investing strategy will work for every person who is interested in getting started. Our team of experts will look at your current financial situation, along with the goals that you'd like to meet financially in the short term and in the long term. From there we'll develop a personalized strategy specifically for you.

For more information regarding stocks, bonds and mutual funds, feel free to give our office a call to speak with one of our experienced team members.

Securities offered through Jim Poe & Associates. Jim Poe & Associates, Inc. (JP&A), an Independent Registered Investment Advisor, is the sister company of Texas Retirement Specialists.

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