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Evaluating Investment Risk
Because return is a function of risk, knowing the kinds of risk will help you assess your risk tolerance.
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Buying Your First Home
Finding the right first home starts with a price range and a short list of desirable neighborhoods. But you may need to consider many other factors before investing in what may be your biggest asset.
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Mutual Fund Investment Styles
Learn about the strategy of including different investment styles in a portfolio to improve potential diversification benefits.
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Financing the American Dream: Mortgage Basics
Adjustable or floating rate? 15-year or 30? How much mortgage can you afford? Find out here.
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Will Your Money Last? Risks to Retirement Income
To be viable, a retirement income strategy needs to account for the effects of longevity, inflation, health care expenses, and the uncertain future of Social Security.
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Social Security and You: What Does the Future Hold?
A look at Social Security and tips on when and how to apply for benefits.
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Understanding Bonds and Their Risks
What are bonds? This report explains the many different types of bond investments available, their risks, and the tax consequences of investing.
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