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What is a rollover IRA, and do I need one?

Oftentimes, when you move funds over from an employer plan to an IRA, your financial institution may suggest that you use a rollover IRA to receive the funds. Is a rollover IRA a good option for you?

Look beyond stock market volatility

While stocks can be volatile, especially in response to major domestic or world events, historical market data show that prices typically have returned to less volatile patterns over time. That can be good news for long-term investors.

Dividends can offer another option for investors seeking income

With interest rates near historic lows, it can be difficult to meet income objectives solely through purchases of corporate or government bonds, or by investing in fixed-income mutual funds. Dividend-paying stocks, and the mutual funds that invest in them, may offer an additional source of income.

401(k) Withdrawals: Beware the Penalty Tax

You've probably heard that if you withdraw taxable amounts from your 401(k) or 403(b) plan before age 59½, you may be socked with a 10% early distribution penalty tax on top of the federal income taxes you'll be required to pay.

Why Diversification Matters

Why is diversification so important? The simple reason is that it helps ensure that your risk of loss is spread among a number of different investments.

Investment decisions: individual stocks or mutual funds?

The news is full of stories about the latest hot stock – a rapidly growing company benefiting from an innovation or recent market demand. Wouldn’t it be helpful to capture that growth for your investment portfolio?

Setting financial and investment goals

Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals.

Earnings Call A Closer Look at Financial Reports

Publicly traded companies are required to report quarterly financial results to regulators and shareholders. How should you read these documents and what can you learn from them?

5 Money Management Tips

While the financial planning process allows you to put plans in place for the future, it also can have immediate benefits. Take control of your financial future starting today. These five tips can help.

An investment reality check

Market volatility is alive and well in 2016. Many investors may be tempted to review their portfolios only when the markets hit a rough patch, but careful planning is essential in all economic climates.

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