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  • 1. How should I go about defining my investment goals? Views: 83
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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 things should I consider when selecting someone to manage my investments? Views: 79
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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...
  • 3. What are stock options? Views: 75
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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...
  • 4. How do I make a financial plan? Views: 73
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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. How can I determine my tolerance to risk when deciding what to invest in? Views: 72
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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...
  • 6. Things to know about online trading Views: 69
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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...
  • 7. Any suggestions for getting started with investing? Views: 69
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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...
  • 8. What should I know before making any investment? Views: 64
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    Terms of Use Never invest in a product that you don't fully understand. Consult information sources such as business and financial publications. Information regarding the fundamentals of investing and basic financial terminology can be found at your local library. Ask your sales representative for the prospectus, offering circular, or most recent annual report – and the Options Disclosure Document if you are investing in options. Read them. If you have questions, talk with your   More...
  • 9. What types of mutual funds exist? Views: 59
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    Terms of Use: The three main categories of mutual funds are money market funds, bond funds, and stock funds. There are a variety of types within each category. Money Market Funds have relatively low risks, compared to other mutual funds. They are limited by law to certain high- quality, short-term investments. Money market funds try to keep their value (NAV) at a stable $1.00 per share, but NAV may fall below $1.00 if their investments perform poorly. Investor losses have been rare, but they  More...
  • 10. What is after-hours trading and what should I know about the risks associated with it? Views: 57
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    Terms of Use: The New York Stock Exchange and the Nasdaq Stock Market—the highest volume market centers in the U.S. today—have traditionally been open for business from 9:30 a.m. to 4:00 p.m. Eastern Time. Although trading outside that window—or after-hours trading—has occurred for some time, it has been mostly limited to high net worth investors and institutional investors. But this is changing. Some smaller exchanges have recently extended their hours. And, with the r  More...
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