Literature Results Page

Details how exchange-traded funds can help investors achieve diversification, as they combine characteristics of both mutual funds and stocks.

Comprehensive tools designed to help you thoroughly evaluate your housing options in retirement.

A guide to collective investment trusts (CITs), tax-exempt, pooled investment vehicles - a popular investment choice of defined contribution (DC) plan sponsors.

A projection of everyday costs and life events that one must consider when saving for retirement. Includes the future of health care costs, life expectancy and tips on creating an investment strategy.

White paper explaining the basics of closed-end funds and their potential benefits for investors.

A brochure describing how to contribute to a 529 College Savings Plan by taking advantage of Gift Tax Exclusions.

A guide to understanding Separately Managed Accounts (SMAs). Includes how the accounts work, who can benefit from them, and the difference between an SMA and a mutual fund.

A look at what happens when you pull money out of the market in down periods, and the history of how this has minimized return.

Uses covers from TIME Magazine from the past four decades to illustrate that although today's economic worries may feel like something new, a look back at history shows that they are not unprecedented...and that bear markets don't last forever.