Learning Center

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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

Research Articles

  • Annuities

    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.

  • Bonds

    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.

  • Diversification

    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.

  • Fixed vs. Variable Annuities

    Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

  • How Do Money Market Mutual Funds Work?

    Money market funds can be a highly liquid and effective cash management tool.

  • How does inflation affect me?

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • 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.

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