Understanding Investing

Understand investing

Investing doesn’t have to be difficult. Use the resources on this page to help you understand important terms and find an investment style that’s right for you.

Investing basics

Get the facts about investing for retirement, specifically through your retirement plan.

Featured Article: Investing 101

Brush up on the investing basics of asset allocation, diversification and rebalancing. These three simple ideas can help you save more for retirement and other goals. Read more.

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Managing your investment portfolio

Whether you’re just getting started or you’ve been investing for a long time, you may want to review some basic facts about retirement investment in the market and specifically through your retirement plan.  

Featured Article: Asset Allocation

Asset allocation is a strategy for balancing your savings among stocks, bonds and cash investments. It’s one of the most important decisions you can make after choosing how much to save. Read more

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Taxes and your money

Taxes affect you whether you’re working and saving for retirement, taking retirement income, or planning a legacy for the next generation. Tax laws are continuously changing and tax developments could impact your income, investments and your estate.

Featured article: The IRS Advantages of life insurance

Life insurance protects your family’s financial future in the event of a tragedy. Without it, your family might face undue hardship. Life insurance can play a significant role in your estate planning and offer several tax advantages. Read more.

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