Tools & Resources▼
|Title and Description|
| Asset Allocator |
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
| Building an Investment Portfolio |
When planning an investment strategy, you need to start with a strong foundation.
| Common Types of Mutual Funds |
This table explains some of the basic differences between equity and bond funds.
| How aggressive should I be when I invest for retirement? |
The right answer in your case will depend on a number of key factors.
| How do I construct an investment portfolio that's right for me? |
You should leave the construction of an investment portfolio to your professional investment advisor.
| How long should I hang on to an investment? |
Evaluating your investments once or twice a year will help you make that determination.
| How much of my portfolio should I keep in stocks? |
Most professional planners advise that if you are saving for retirement, the younger you are, the more money you should put in stocks.
| How should I structure my retirement portfolio? |
Your first step is to take advantage of tax-favored retirement savings tools.
| Major Asset Classes |
When determining how to diversify an investment portfolio, you should consider the variety of classes of investments.