Investing Basics
Creating an Investment Portfolio
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Annuities
You pay a premium in exchange for future periodic payments to begin immediately or at some future date.
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Asset Allocator
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
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Building an Investment Portfolio
When planning an investment strategy, you need to start with a strong foundation.
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College Funding Options Analyzer
This tool will help determine eligibility for popular college-funding options.
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Common Types of Mutual Funds
This table explains some of the basic differences between equity and bond funds.
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Exchange Traded Funds and Mutual Funds Compared
While ETFs and index mutual funds have many similarities, they also have a number of important differences.
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How aggressive should I be when I invest for retirement?
The right answer in your case will depend on a number of key factors.
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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.
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How long should I hang on to an investment?
Evaluating your investments once or twice a year will help you make that determination.
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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.
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How should I structure my retirement portfolio?
Your first step is to take advantage of tax-favored retirement savings tools.
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Major Asset Classes
When determining how to diversify an investment portfolio, you should consider the variety of classes of investments.
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