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Planning

These four fundamental principles can help you chart a course through a volatile investment environment.
Diversifying Your Assets

Diversification can help mitigate risk in your portfolio.

Wisdom of Experience: Lessons Learned From Three Generations

Millennials, Gen Xers and Baby Boomers approach investing differently.


Topics

Tools and resources to help you save and invest.

Tools and Calculators

Use these tools to determine how much you might need to save for college and retirement, and to help create a plan to pursue your goals.

Investing Fundamentals

Learn about key financial concepts and investing principles.
 

Mutual Fund Basics 

Learn about different types of mutual funds and how they work.

Creating a Financial Plan

Strategies for building a portfolio that can help you meet your goals, and how to work effectively with a financial advisor.

Retirement Planning 

What you need to know about saving for and living in retirement.

College Savings

Learn about different college savings options and calculate whether you’re on track to meet your goals.

Market Fluctuations

Strategies for weathering market volatility.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.