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

Research Articles

  • 529 Plans

    529 plans are tax-advantaged college savings plans that generally allow people of any income level to contribute.

  • 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.

  • Bonds

    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

    A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

  • Stock and Bond Investing Alternatives

    There are other ways to invest in stocks and bonds besides owning individual shares or bonds.

Videos