Investing
Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors. It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.
Calculators
- Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Flipbooks
- Higher Education: College Saving and Funding Strategies
College is an investment in your child’s future. It requires a savings commitment and knowledge of funding methods.
- Investing Basics: Embark on Your Wealth-Building Journey
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
Research Articles
- What Are the Different Classes of Assets?
There are five broad asset classes that you should take into consideration when constructing your investment portfolio.
- What Is a Stock Index?
Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.
- What Is an Annuity?
An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.
- What Is the Difference Between a Fixed Annuity and a Variable Annuity?
Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.
- What Stock and Bond Investing Alternatives Do I Have?
There are other ways to invest in stocks and bonds besides owning individual shares or bonds.