26 Sep Asset Allocation
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking individual securities. Instead, you focus on broad categories of investments,...
Financial Clarity
22 Sep The Equifax Data Breach
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data — including names, addresses, birth...
15 Sep Mutual Fund Basics
A mutual fund pools the money of many investors to purchase securities. The fund's manager buys securities to pursue a stated investment strategy. By investing in the fund, you'll own...
23 Aug Socially Responsible Investing
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn't mean you have to forgo pursuing a return...
18 Aug What happens to my property if I die without a will?
If you die without a will, your property will generally pass according to state law (under the rules for intestate succession). When this happens, the state essentially makes a will...
07 Aug Test Your Investing IQ
How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds. Questions What does it mean to buy...
07 Aug What is a pet trust?
A pet trust is an arrangement to provide for the care and financial support of your pet(s) upon your disability or death. You fund the trust with property or cash...
16 Jun Four Numbers You Need to Know Now
When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in...
20 Apr Investing That Makes an Impact
Socially responsible investing (SRI) has come to represent various investment strategies that favor companies with business practices generally viewed as socially responsible, ethical, and/or sustainable. Overall, investor interest in SRI has...
14 Apr What It Means to Be a Financial Caregiver for Your Parents
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is...