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  • 1. What things should I consider when selecting someone to manage my investments?
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    Terms of Use: This knowledge article is part of a series of knowledge articles aimed to help you define your roadmap to savings and investing. To review the previous knowledge article in this series, click here . To review the table of contents for the articles, click here How To Pick A Financial Professional Are you the kind of person who can go solo on the journey of saving and investing? Do you have a firm command of your investment choices and how to go about making them? Maybe you&#  More...
  • 2. Why invest in bonds?
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    Terms of Use: Most personal financial advisors recommend that investors maintain a diversified investment portfolio consisting of bonds, stocks and cash in varying percentages, depending upon individual circumstances and objectives. Because bonds typically have a predictable stream of payments and repayment of principal, many people invest in them to preserve and increase their capital or to receive dependable interest income. Whatever the purpose-saving for your children's college education  More...
  • 3. What are my different investment choices?
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    Terms of Use: Investment Products: Your Choices This knowledge article is part of a series of knowledge articles aimed to help you define your roadmap to savings and investing. To review the previous knowledge article in this series, click here . To review the table of contents for the article, click here You're at that stage in your financial journey when you need to make decisions about the investment products that are right for you. Here are some of your major choices: How Stocks and Bo  More...
  • 4. How do I make a financial plan?
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    Terms of Use: Make A Financial Plan Figuring Out Your Finances This knowledge article is part of a series of knowledge articles aimed to help you define your roadmap to savings and investing. To review the previous knowledge article in this series, click here . To review the table of contents for the articles, click here . You can never take a journey without knowing where you're starting from, and a journey to financial security is no different. You'll need to figure out on paper your current s  More...
  • 5. What should I know about pro-forma financial statements?
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    Terms of Use: Investors should always take the critical step of reading the financial statements of the companies they've invested in, or intend to invest in, because financial statements contain important corporate financial information that may not be readily apparent from news releases. Recently, some companies have put out press releases using so-called "pro forma" financial information to highlight what they claim are important portions of their actual financial reports. Investors should kn  More...
  • 6. Any suggestions for getting started with investing?
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    Terms of Use Need some help finding the right path for your financial future? You've come to the right place. We've put together an itinerary that takes in all the basics for your journey to learn more about saving and investing. Traveling down the right road to achieving financial well-being is one of the most important trips that you'll ever make in life. You don't have to be a genius to do it … and you don't have to be rich … you just need to hit the road a  More...
  • 7. What can I do to avoid problems when investing?
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    Terms of Use: This knowledge article is part of a series of knowledge articles aimed to help you define your roadmap to savings and investing. To review the previous knowledge article in this series, click here . To review the table of contents for the articles, click here . How To Avoid Problems Choosing someone to help you with your investments is one of the most important investment decisions you will ever make. While most investment professionals are honest and hardworking, you must watch ou  More...
  • 8. What are the primary economic indicators that economists follow when trying to measure how the economy is doing?
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    Terms of Use: Investors should follow economic news, since the health of the economy affects individual investments. Yet, sometimes press reports about the economy can be difficult to understand. The Federal Reserve Bank of Richmond has information on their site to help you understand the numbers that frequently appear in media reports. The following is a summary: Output: Gross domestic product (GDP) is the dollar value of the goods and services produced in a specific period. In general, the  More...
  • 9. With all the potential conflicts of interests with stock market analysts, what should I do to analyze the analysts' recommendations?
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    Terms of Use: Research analysts study publicly traded companies and make recommendations on the securities of those companies. Most specialize in a particular industry or sector of the economy. They exert considerable influence in today's marketplace. Analysts' recommendations or reports can influence the price of a company's stock—especially when the recommendations are widely disseminated through television appearances or through other electronic and print media. The me  More...
  • 10. How can I determine my tolerance to risk when deciding what to invest in?
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    Terms of Use Determine Your Risk Tolerance This knowledge article is part of a series of knowledge articles aimed to help you define your roadmap to savings and investing. To review the previous knowledge article in this series, click here . To review the table of contents for the articles, click here . You are approaching the half-way point in your journey to saving and investing. This is a good point to make sure that you understand some key concepts: Savings Your savings are usually put i  More...
All information provided through this site is intended to be accurate. However, there may be inaccuracies from time to time which we will make every attempt to correct immediately. Information provided is intended to assist you in making decisions and does not eliminate the need to discuss your particular circumstances with a qualified professional.

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