Invest Wisely: An Introduction to Mutual Funds - This brochure explains the basics of mutual fund investing — how mutual funds work, what factors to consider before investing, and how to avoid common pitfalls.
Debt and Retirement Savings - Since debt continues to be the number one reason most workers don't participate in their 401(k), we want to give you some simple tips on how to start funding your retirement savings and some guidelines for controlling your debt.
A 401(k) Checkup to Keep Your Retirement Savings in Shape - An annual check-up at a time that works best for you (it doesn't have to be in the fall) is a good way to do this. Here are some tips.
Who Needs To Be A Millionaire? You, If You Want To Retire - The biggest danger you're facing as a retirement saver isn't having too many eggs in one basket, but not accumulating enough eggs in the first place.
Understanding Investment Risk - Understanding the balance between risk and return on your investments can help you build an investment strategy for your retirement assets that you can live with and benefit from.
The Magic of Compounding - Compounding investment earnings is what can make even small investments become large investments given enough time.
Planning Financially in Uncertain Times - With Americans facing economic recession, job losses, and uncertain times, how does one prepare financially for an unexpected life event?
Ten Steps To Making a Financial Plan - How many times have you thought about developing a financial plan, but have never known where to start. It is important that you get started now because your financial plan will help you achieve your goals more easily and attain the lifestyle you want in the future.
Asset Allocation Made Simple - As you accumulate retirement assets, the most important decision you need to make is how the assets are going to be invested. The allotting of your retirement assets across stocks, bonds, money market, and other investments is referred to as asset allocation. Your asset allocation decision, more than any other decision, will determines how fast your retirement account will grow.
Why Is Knowing The Investment Style Of A Stock Mutual Fund Important? - Different equity investment styles perform differently at different points in time, and all investment styles will under perform the general market indexes at some point. This is why it is very important that you have all styles represented in a well diversified portfolio.