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.

Research Articles

  • Asset Allocation

    Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

  • Asset Classes

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

  • Diversification

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

  • Dollar-Cost Averaging

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Stock and Bond Investing Alternatives

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