Learning Center

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.

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 Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • 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.

  • Mutual Funds vs. Stocks

    The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

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