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  • 1. Any suggestions for getting started with investing? Views: 50
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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...
  • 2. How do I make a financial plan? Views: 50
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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...
  • 3. How can I determine my tolerance to risk when deciding what to invest in? Views: 45
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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...
  • 4. How should I go about defining my investment goals? Views: 45
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    Terms of Use Define Your Goals 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 table of contents for the articles, click here . What are the things you want to save and invest for … A home? A new car? Your education or that of a child? A comfortable retirement? The needs of your parents? All of these goals will cost money. To make sure that you will have enough money when you need it, follo  More...
  • 5. What things should I consider when selecting someone to manage my investments? Views: 40
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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...
  • 6. What are stock options? Views: 40
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    Terms of Use: Options are contracts that give you the non-binding right to purchase or sell a specific stock. All options have a strike price and an expiration month . Options are not available for all companies and every month. There are two types of options: calls and puts. Buying a call gives you the right to buy a certain stock at a certain price. Buying a put gives you the right to sell a certain stock at a certain price. Put and Call options expire in the expiration month after   More...
  • 7. What are bonds? Views: 37
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    Terms of Use Bonds are financial instruments where a bond issuers, such as the US federal government or a company, is borrowing money. Essentially bonds are just loans. Bonds purchasers, called bondholders, can be individuals, companies and governments. When you buy a bond you are loaning the bond issuer money. Interest payments are made to bondholders based on the rate, payment frequency (monthly, quarterly, annually, etc.) and for the term (6 months, 1 year, 10 years, 30 years, etc.)  More...
  • 8. What are the different types of bonds available? Views: 37
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    Terms of Use: There are several different types of bonds and bond issuers. Bonds can have fixed rates, variable rates and may be pre-paid by the bond issuer at any time. Some bonds even have fixed rates for a portion of their term and variable rates for a portion of their term. The particulars of how a bond functions is found in the bond's prospectus. When you buy a bond issued in US dollars, you are assuming two different types of risk. You are assuming the credit risk that the bond iss  More...
  • 9. What is preferred stock? Views: 34
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    Terms of Use: Preferred stock has a preference over common stock usually both in the payment of dividends and the distribution of assets. In the event that a company is liquidated, preferred stock owners have a priority over the common shareholders in receiving the liquidation proceeds. Unlike common shareholders, preferred shareholders usually are paid a fixed dividend that is not increased with the success of the company. There is generally much less fluctuation in the price of preferred  More...
  • 10. Things to know about online trading Views: 31
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    Terms of Use: More Americans are investing in the stock market and many of them are doing so through the Internet. The price of some stocks can soar and drop suddenly. In these fast markets, when many investors want to trade at the same time and prices change quickly, delays can develop. Executions and confirmations slow down, while reports of prices lag behind actual prices. In these markets, investors can suffer unexpected losses very quickly. Investors trading over the Internet, who are u  More...
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