Advanced Strategies for Managing Volatility
Investment portfolios are generally exposed to volatility through company-specific risk and through market risk. Long-term investors can reduce exposure to company-specific risks through diversification, hedging, and other strategies discussed in this article.
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Asset Allocation: A Sound Investment Strategy
Asset allocation is the single most important determinant of long-term returns. This report includes sample asset allocations and describes characteristics of different asset classes.
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Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!
Choosing a distribution method from your retirement plan when you change jobs or retire can have significant tax implications. This article shows how to keep more of what you’ve saved.
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Choosing the Right Benchmarks for Your Mutual Fund
The right benchmark can help you measure performance and assess risk characteristics of your mutual fund.
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Evaluating Investment Risk
Because return is a function of risk, knowing the kinds of risk will help you assess your risk tolerance, based on your goals, financial condition, and time frame. In this report, volatility, diversification, long-term investing, and dollar cost averaging are covered.
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Growth vs. Value: Two Approaches to Stock Investing
Two fundamentally different methods of choosing stocks can help add diversity to your portfolio.
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Managing Retirement Assets in the Event of a Layoff
Being laid off is often unavoidable. But losing your retirement nest egg at the same time can be prevented. Find out what your retirement savings plan distribution options are and identify some better short-term funding sources.
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The Role of Bond Funds in Your Portfolio
Bond funds offer income returns that can help temper the effects of price fluctuations. Corporate and high-yield bonds may offer opportunities for capital appreciation.
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Using a Rollover IRA to Consolidate Multiple Retirement Assets
This article discusses the potential benefits of creating a rollover IRA to consolidate management of the retirement assets accumulated in numerous employer-sponsored retirement plans and individual retirement accounts. It also outlines the important considerations in rollover planning and discusses potential pitfalls and drawbacks.
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