Investor Education Articles

Here's the information you need for the most critical areas of investing: retirement planning, paying for college, participating in an investment club, and investing in dividend stocks, mutual funds, and common stocks.

Measuring Mutual Fund Performance

by Danielle Schultz, CFP Aug 05, 2019 Investors periodically ask about their mutual fund performance, including how they're doing versus benchmarks as well as versus stocks and other holdings. But you also have portfolio management considerations, such as the portfolio diversification.

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8 Dangers of Mutual Funds

by Danielle Schultz, CFP Aug 05, 2019 Mutual funds might be professionally managed and provide a simple way to participate in the stock market, but individual investors need to be wary of performance shortfalls, expense ratios, tax laws, and other issues that complicate fund investing.

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Common Traits of the Best Stocks

by Adam Ritt Sep 06, 2019 The best growth companies to invest in share a set of common characteristics.

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Investing for Your Children's Education

by Danielle Schultz, CFP Oct 11, 2019 The main vehicles used in saving for your children's college education are explained here: 529 college savings plans, offered by individual states, prepaid college tuition plans, Coverdell education savings accounts, Roth IRA accounts, brokerage accounts, and U.S. savings bonds.

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How to Start a Stock Investment Club

Aug 05, 2019 You can start a stock investment club by walking through these 10 steps, from finding potential fellow club members to forming a partnershp agreement to meeting to make investment decisions.

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10 Ways to Fund Retirement

by Danielle Schultz, CFP Jul 29, 2019 In developing your plan to meet retirement funding, you'll need to draw together your sources. This primer will get you started on many of the main sources of funding when you retire.

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How to Catch Up With Saving for Retirement

by Danielle Schultz, CFP Jul 29, 2019 If you're behind in saving for our retirement, it isn't too late. Here are some common-sense tips to help you meet your goals by improving your personal balance sheet and investing the difference in IRAs, your 401(k), and elswhere.

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How to Start Investing in Dividend Stocks

by Adam Ritt Sep 16, 2019 Terms and basic concepts you should understand when seeking dividend-paying stock.

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Myths of Retirement Planning

by Danielle Schultz, CFP Jul 29, 2019 Financial planners and others have a lot of rules of thumb for your sources of retirement income — including ones regarding Social Security, your nest egg's mix of stocks vs. bonds, and your retirement accounts' required minimum distributions — but not all of them should be part of your financial plan.

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How to Find Good Dividend Stocks

by Adam Ritt Oct 11, 2019 When selecting stocks for their dividend payouts, make sure they're high-quality stocks with a history of sales and earnings growth.

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Investment Strategies in Saving for College

by Danielle Schultz, CFP Jul 29, 2019 You can use different accounts to achieve different goals when saving for you children's college education. Take advantage of the best features of Roth IRAs, 520 college savings plans offered by states and 401(k) plans to meet both retirement and college education targets.

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Choices in College Savings Plans

by Danielle Schultz, CFP Jul 15, 2019 The difference between major college savings plans: prepaid 529 plans, regular 529 plans, UTMA/UGMA accounts, Coverdell accounts, and Roth IRAs.

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Evaluating Dividend Stocks

by Adam Ritt Oct 09, 2019 Dividend stocks can account for an important part of a stock's total return, but you'll need to evaluate the stock's earnings growth and dividend coverage.

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How to Pick Great Stocks

by Adam Ritt Sep 09, 2019 A commonsense analysis process can help you invest profitably in high-quality stocks.

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10 Tips for Operating a Stock Investment Club

by Adam Ritt Sep 05, 2019 Time-tested club operations tips that will your club achieve long-term success.

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