| Before you begin investing, there are some core investing terms and principles that you should understand. | |
| General Investment Terms » | |
| Key Principles | |
| Once you know the lingo, there are some key approaches that can you help you maximize your investment success. | |
| How Fees Impact Your 403(b) Return » | |
| Expenses have a direct and dramatic impact on your earnings. While you can't control the market, you can control how much you pay for your investments. | |
| 403(b) and/or Roth IRA? » | |
| A side-by-side comparison of the pros and cons of these two plans. | |
| Allocating 403(b) Investments Wisely » | |
| Studies indicate that more than 90 percent of your portfolio's long-term return is the result of how you distribute your investments across various asset classes. | |
| The Target Date Approach to Asset Allocation » | |
| The mutual fund industry's cure for the aspiring do-it-yourselfer looking for a simple, low-cost option for saving for retirement. | |
| Why Annuities Rarely Make Sense in a 403(b) » | |
| Industry experts weigh in on annuities. | |
| (Another) Equity Indexed Annuity Warning » | |
| Excerpt: touted as a vehicle for investors to realize stock-market-like gains without the risk, a “best of both worlds” marketing strategy. | |
| Socially Responsible Investing » | |
| Through emails and questions at our presentations, we have noticed an increasing interest in applying social criteria to investing. | |
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403(b) Basics » |
Start a 403(b) » |
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