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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
- 529 Lesson Plan: High Scores for 529 Plans
529 plans are tax-advantaged savings plans that generally allow people of any income level to contribute.
- How Does Inflation Affect Me?
Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.
- What Stock and Bond Investing Alternatives Do I Have?
There are other ways to invest in stocks and bonds besides owning individual shares or bonds.
Videos
- The Value of a Bond
How interest rate changes influence bond prices.
- What Is Investment Risk?
How different types of risks can adversely affect your investments