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  • 1. How should I go about defining my investment goals?
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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...
  • 2. 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...
  • 3. 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...
  • 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 are bonds?
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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...
  • 6. 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...
  • 7. Things to know about online trading
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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...
  • 8. What are the different types of bonds available?
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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 the stock market?
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    Terms of Use: Stock markets are exchanges for the buying and selling of equities, or shares, in corporations. The two largest are the New York Stock Exchange (NYSE) and the National Association of Securities Dealers Automated Quotation system (NASDAQ). Each works very differently. The NYSE takes orders from brokers, who transmit them to their representatives on the trading floor. The floor broker takes the order to the trading post on the exchange floor and executes it. The price is record  More...
  • 10. 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...
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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