Investing, investments and you.
Investing is full of choices. Stocks or bonds? Mutual funds or individual securities? Capital appreciation or dividend payments? If you’re unfamiliar with those last two terms, you may be missing out on an important investment strategy.
How much do you really know about investment risk? Test your knowledge with our quiz.
Risk is usually regarded as a negative, but it also can be a step toward potential reward. The key is to understand what risks you face and are willing to take. Here are some common types of investment risk that you should understand as you review your portfolio.
Does your portfolio's risk profile reflect your ability to endure periods of market volatility, both financially and emotionally? Are you sure? Evaluate your personal relationship with risk here.
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.
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?
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.
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 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.
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?