Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful. Simply click on one of the categories below or browse our full collection of articles.

Investing

529 Lesson Plan: High Scores for 529 Plans

529 plans are tax-advantaged savings plans that generally allow people of any income level to contribute.

Cash Management

What Are Some Tips for Managing My Money?

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

Cash Management

How Long Will It Take to Double My Money?

Before making investment decisions, it is helpful to determine the real rate of return on the investment.

Cash Management

What Cash Management Tools Are Available?

Short-term cash management instruments can help you establish a sound cash management program.

Investing

What Is Asset Allocation?

Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

Investing

How Can I Save for My Child’s College Education?

There are several funding methods for a child's college education including mutual funds and Section 529 plans.

Investing

What College Investment Options Do I Have?

Starting to invest early for college and remaining consistent can help investors reach their goals.

Investing

What Is an Annuity?

An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

Investing

What Is the Difference Between a Fixed Annuity and a Variable Annuity?

Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

Investing

What Investment Risks Should I Know About?

Understanding different types of investment risk can help investors manage their money more effectively.

Investing

What Are the Different Classes of Assets?

There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

Investing

What Do Bond Ratings Mean?

Bond ratings gauge a bond issuer’s financial ability to repay its promised principal and interest payments.