Man working on laptop computer

Investing a lump sum of cash

Did you get a bonus at work? Or money from an inheritance or selling a vacation home? If you don’t have an immediate need for the money you may need to decide how to invest it.

Built to Perform: How to Consider Risk and Return In Your Portfolio

When choosing investments, consider performance, when you will need the money, and how much risk you are willing to take.

What to Do When Markets Are Volatile

If market volatility has you second guessing your investment approach, consider these points before making any moves.

Six investment mistakes even smart people make

You can avoid many common investment mistakes if you know to watch out for them.

What can you learn from affluent investors? The value of advice

While you save and plan for your financial future, you may consider taking a cue from the success of affluent investors.

Have 30 minutes? Get ready to meet with a financial advisor

If you want to build a house, you would hire an architect. When you’re trying to build your financial future, you should meet with a financial advisor.

Risk and your portfolio: Juggling the tradeoffs

It's important to understand risk so you can create and live with your investment strategy longer. Here are some strategies for managing risk in your investments.

Rising Interest Rates and Your Savings

Low interest rates are generally a good thing for borrowers. However, low rates haven't been so great for people wanting to earn more on their savings.

Rising Interest Rates and Your Investments

Interest rates may rise soon. It’s important to know how that could affect your investments and financial plans. See what our investment pros think.

Investing a Lump Sum of Cash

You may invest steadily every month through your workplace retirement plan. But what if it’s bonus season and you’ve received a big check? Or you’ve received proceeds from selling a vacation home, or come into an inheritance?

Top 5 Reasons to Get Financial Advice When You're Starting Out

Looking to make a change with your money? Consider seeking financial advice to help you take a step in the right direction.

Is socially responsible investing right for you?

More investors are taking an interest in socially responsible investing (SRI), which looks beyond financial performance.

Bond Prices and Interest Rates: How They Work Together

Before you invest in bonds, you should learn which factors could affect how prices can rise and fall with changes in interest rates.

Want to lessen portfolio risk? Consider adding riskier assets.

Proper diversification requires owning different types of stocks and bonds and other assets in the U.S. and overseas.

What type of investor are you?

Just like physical conditioning, ensuring your fitness as an investor requires a strategy and a long-term commitment to tending to your financial health.

Investing in Government Bonds

U.S. government bonds are debt securities issued by the United States to support government spending.

Bond Fund or Individual Bonds: Which investment is right for you?

Get a summary of the main differences between a bond fund vs individual bonds and decide what's right for you.

Why You Should Consider Investing in Fixed Income

Regardless of your age or financial situation, investing in fixed-income securities can play an important role in your long-term strategy.

Letting a Professional Handle It: The Benefits of a Managed Account

Will your investments help you reach your financial goals?

A Lifecycle Fund Can Simplify Your Retirement Investing

If you don't have hours to spend maintaining your retirement account, then a lifecycle fund may be for you.

Mutual Funds and Annuities as Investment Options in Your Retirement Plan

Learn how mutual funds and annuities work and what they offer for your retirement savings.

The Basics of Municipal Bonds

If you’re looking for an investment that provides income, you may want to consider tax-exempt municipal bonds.

Mutual Funds: Is an Actively Managed or Index Fund Best for You?

If you invest in mutual funds, you may already know how varied the choices are.

Five Basics of Long-term Investing

If you have long-term goals, saving and investing for them now should be one of your top priorities.

Start Saving and Investing Now

If you haven't started saving and investing for your future, there's no better time than now.

Asset Classes

An asset class is a group of securities that have similar financial characteristics.

Exploring Lifestyle Funds

Lifestyle funds are designed to simplify an investor’s selection of a diversified, risk-appropriate portfolio.

Mutual Funds 101

A mutual fund offers simplicity, diversification and the flexibility to redeem shares on request.

Investing for Multiple Goals with Mutual Funds

Mutual funds may be used to help you invest for a variety of goals such as retirement, a home purchase, or building up emergency savings.

The Real World of Money Management

The first few years out of college may be financially challenging, but there are steps that can help.

Tough Decisions About Decision Making

Couples should tackle financial planning together in case one person loses the ability to make decisions.

Women and Fraud: Protecting Yourself

With fraud on the rise, it’s important to know the different methods and how to protect yourself.

Eight Things to Do Before You Say “I Do”

Here are some steps you can take to help you and your spouse lead a financially healthy lifestyle.

Beneficiary Designations

When you started contributing to a retirement plan, you named your beneficiaries. Do they need to be updated?

Annuity Basics

While your retirement goals may be complex, an annuity can help make meeting those goals simple.

Dismantling The Myths of Annuities - Part 1

Annuities have a bad reputation among some people — but not necessarily a well-deserved one.

Dismantling The Myths of Annuities - Part 2

More basics about fixed and variable annuities.

Investing in Real Estate: An Asset Class Worth Considering

You are likely familiar with the potential benefits and risks of investing in stocks and bonds, but are you aware of real estate as an asset class?

Tips for Financial Security After a Divorce

A divorce can be emotionally and financially draining. There are steps you can consider to help protect yourself.

Need Financial Help?

Experiencing a Life Event?

Choose from among eight Life Events in the main Advice & Guidance menu to find helpful articles.

A diverse way to invest

Find the mutual fund that’s right for you.
Learn more