- 529 Plans
529 plans are tax-advantaged college savings plans that generally allow people of any income level to contribute.
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.
- Asset Allocation
Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.
- Asset Classes
There are five broad asset classes that you should take into consideration when constructing your investment portfolio.
A bond is simply evidence of a debt from a government entity or a corporation and represents a long-term IOU.
- Closed-End Funds
With closed-end funds, investors pool their money together to purchase a professionally managed portfolio of stocks and/or bonds.
- College Investment Options
Starting to invest early for college and remaining consistent can help investors reach their goals.
- College Savings Plans
There are several funding methods for a child's college education including mutual funds and Section 529 plans.
An important element to successful investing is to manage investment risk while maintaining the potential for growth.
- Dollar-Cost Averaging
Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.
- Effects of Inflation
Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.
- Fixed vs. Variable Annuities
Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.
- Money Market Funds
Money market funds can be a highly liquid and effective cash management tool.
- Mutual Fund Profits
Want to keep more of your mutual fund profits? You may be interested in strategies to help lower your tax liability.
- Mutual Funds
A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.
- Mutual Funds vs. Stocks
The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.
- Stock and Bond Investing Alternatives
There are other ways to invest in stocks and bonds besides owning individual shares or bonds.
- Stock Indexes
Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.
- Types of Bonds
Bonds are issued by many entities and share many characteristics, each type of bond has certain benefits and risks.