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  • 1. How should I go about defining my investment goals? Views: 39
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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 should I know before making any investment? Views: 38
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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...
  • 3. What things should I consider when selecting someone to manage my investments? Views: 31
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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...
  • 4. How can I determine my tolerance to risk when deciding what to invest in? Views: 25
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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...
  • 5. What is a mutual fund? Views: 25
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    Terms of Use: A mutual fund is created when a company brings together money from many people and invests it in stocks, bonds, or other securities. The advantage of investing in a mutual fund is that your investment is diversified among stocks and possibly bonds of several different companies depending on the type of mutual fund. Several companies offer different types of mutual funds. Investors in mutual funds buy shares in the mutual fund at the Net Asset Value (NAV) of the fund plus any s  More...
  • 6. Any suggestions for getting started with investing? Views: 24
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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? Views: 24
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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 bonds? Views: 21
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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...
  • 9. How do I make a financial plan? Views: 19
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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...
  • 10. What is the stock market? Views: 17
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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...
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