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Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Investment Planning

What Is Diversification?

An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Investment Planning

What Are the Different Classes of Assets?

There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

Tax Planning

What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½

Tax-deferred retirement account withdrawals before age 59½ generally trigger a 10% federal tax penalty.

Tax Planning

How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

Investment Planning

What Is a Mutual Fund?

A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

Retirement Planning

How Much Do I Need to Save?

Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

Investment Planning

What Is Asset Allocation?

Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

Investment Planning

What Is Dollar-Cost Averaging?

Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

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Articles