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.
- 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.
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.
A bond is simply evidence of a debt from a government entity or a corporation and represents a long-term IOU.
- 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.
- 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 Funds vs. Stocks
The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.
- 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.