Resources

Mutual Funds rely on investor money and management expertise. When you put money into a mutual fund, it’s pooled with other investors’ money and used to make investments that the fund manager has identified as…

IRAs, or individual retirement accounts, are tax-deferred, personal retirement plans. You must have earned income to contribute, and you can put money into an IRA whether or not you participate in an employer’s retirement plan….

Futures are complex and volatile, but also useful investments. Futures are obligations to buy or sell a specific commodity—such as corn, gold, or Treasury bonds—on a specific day for a preset price. DERIVATIVE INVESTMENTS Futures…

There’s a lot to be gained from a professional perspective on your financial situation. If you’re looking for advice you can trust as you make major financial decisions, you might consider building a long-term collaborative…

ETFs can play many parts in your investment strategy. Although buying and holding is a viable strategy for ETFs, as it is for individual securities and open-end mutual funds, the recent boom in ETF popularity…

A great strategy doesn’t guarantee a win, but investing without a game plan compounds the risk of coming up short. Random buying and selling—adding a few stocks here, redeeming a bond there—is rarely an effective…

The more narrowly focused your investment portfolio, the more vulnerable it is to a variety of risks. If you own just one stock, and the price of that stock drops in value, the value of…

You’ll have the answers you need down the road if you ask the right questions now. The idea of retiring isn’t new. People who grew too old or too ill stopped working and stayed home…

Whatever your age, planning for retirement should be a priority. One of your most challenging financial goals is creating a steady stream of income after you retire. Nobody wants to be a burden on his…

At 65, you’re eligible for Medicare and an additional personal exemption on your income taxes. But that doesn’t mean you can’t retire sooner than the traditional retirement age. If you’re financially secure and confident that…

Bonds have their own vocabulary, but it’s easy to master. When you invest in a bond at the time it’s issued, or first offered for sale, you lend money to an issuer. In return, you…

Asset allocation is a strategy that involves selecting a mix of investments calculated to achieve your financial objectives at a level of risk you can tolerate. Determining what percentage of your portfolio you allocate to…