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As Millennials establish themselves in their careers and as adults, now is the time for these 20- and 30-year-olds to begin investing. Developing a lifelong process of saving and investing for the future is the key to this generation’s long-term financial independence. If you’re a Millennial and unsure of how to invest wisely, here are...
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With the U.S. bull market entering its eleventh year,1 more investors are looking for the next new thing. For many, this can mean investing in companies that not only are financially profitable, but that also help provide for the general good. Socially-responsible investing, or SRI, focuses on investing in companies and products that are committed to sustainability, alternative...
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After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments’ returns in any given year may be reduced by 40% or more. Here are five ways to potentially lower your tax bill.1 Consider Tax-Deferred and Tax-Free Accounts Tax-deferred accounts include employer-sponsored retirement accounts such...
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For more than 200 years, long before the advent of modern stock markets and electronic trading, some investors have been committed to socially-responsible (SRI) investing.1 This involves choosing companies and products that specifically eschew certain harmful or toxic behaviors. But over the last few years, this modest SRI movement has blossomed into a committed cross-section of investors who...
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A penny saved is a penny earned, right? Not necessarily. Thanks to inflation, over time that penny could be worth less than when it was first dropped into the piggy bank. That’s why if you’re investing — especially for major goals years away, such as retirement — you can’t afford to ignore the corrosive effect...
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Socially responsible investing (SRI) is a strategy to make your investments more impactful by supporting ecological and social causes. SRI investors invest their money to support companies that value transparency in their business practices and are committed to positive social and environmental impacts. Environmental, social and corporate governance (ESG) are the cornerstones of socially responsible...
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Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs, your next move is to determine what to do with the money in your former employer’s retirement plan. Four Common Options Generally, you have four options for handling the money in your account:...
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A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully. Long-term compounding can help your nest egg grow It’s the “rolling...
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Investment Planning: The Basics
Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step — getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich. The fact is, there’s nothing complicated about...
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10 Terms Every Investor Should Know
If you’re new to investing, you may encounter some unfamiliar   jargon. Understanding the following   terms may help you become a more confident investor. Portfolio An investment portfolio is a collection of investments owned by an individual or an institution. Typically, a portfolio comprises a mix of asset classes such as stocks, bonds, and cash. An...
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