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 general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Retirement
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How Much Do I Need to Save?
Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
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What Is a Self-Employed Retirement Plan?
Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.
Investing
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What Are Dividends?
It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.
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What Is Diversification?
An important element to successful investing is to manage investment risk while maintaining the potential for growth.
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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.
Cash Management
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What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
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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.
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What Cash Management Tools Are Available?
Short-term cash management instruments can help you establish a sound cash management program.