My Trade Guide

Keep in mind, investing involves risk. You can always add to your portfolio later for more diversification. As with any business, running a mutual fund involves costs. Skip to Main Content. Target date funds hold a mix of stocks, bonds, and other investments.

Our Mission. Additionally, Lexington Wealth Management participates in the Schwab Advisor Network, through which it receives client referrals. Outdated Browser Detected! This means that Lexington has an incentive to recommend all referred clients continue to use Schwab as their custodian. Lexington Wealth Management offers a fairly wide range of services to its clients. This incentive creates another potential conflict of interest.