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.
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 Is Diversification?
An important element to successful investing is to manage investment risk while maintaining the potential for growth.
- 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.
Videos
- The Value of a Bond
How interest rate changes influence bond prices.
- What Is Investment Risk?
How different types of risks can adversely affect your investments