What Stock and Bond Alternatives Do I Have? Many prudent investors may have at least some of their holdings in stocks, corporate bonds, or both. In fact, when most people think of “investing,” they think of Wall Street and the... Read more
What College Investment Options Do I Have? As tax laws change, college investment planning becomes increasingly complex. The most beneficial strategies for creating a college fund are quite similar to other investment tactics. Investment products that are tax deferred, tax... Read more
How Can I Save for My Child’s College Education? Once you’ve determined how much it could cost to send your children to college, your next prudent step is to develop a systematic investment plan that may help you to accumulate... Read more
What Is Asset Allocation? Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This is certainly true when it comes to investing: If you don’t... Read more
What Are the Different Classes of Assets? When it comes to investing their money, many people are content to take a random approach. They may have received a hot tip for a particular investment and decided to plow a large... Read more
What Investment Risks Should I Know About? Taken by itself, the word “risk” sounds negative. But broken down into what it really stands for in terms of investing, it begins to be a little more manageable. By understanding the different... Read more
What Is the Difference Between a Fixed Annuity and a Variable Annuity? An annuity is a contract with an insurance company in which you make one or more payments in exchange for a future income stream in retirement. The funds... Read more
What Is a Mutual Fund Load? Mutual fund transactions can be complicated, especially with the fees and expenses that accompany the process. It’s important to understand mutual fund load, or sales, charges, and exactly what they entail so you can... Read more
What Is a Closed-End Fund? Closed-end funds have been around since 1893, more than 30 years before the first mutual fund (also known as an open-end fund) was created in the United States. However, closed-end funds are much less common... Read more
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