Literature Results Page

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

A guide to long-term investing and the positive vs. negative annual returns.

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.

Whitepaper 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 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.

A brochure explaining the options available with a lump sum distribution. Compares cash distributions, leaving your money with your current employer's retirement plan, moving assets to your new employer's retirement plan, and moving assets from your current employer's plan to a Rollover IRA.

Explains the advantages of a Simplified Employee Pension (SEP) IRA Plan for small-business employees and self-employed individuals.

Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.