Annuity Taxes

One attractive feature of an annuity is tax-deferral but qualified and nonqualified annuities are taxed differently.

Mutual Fund Taxes

Mutual fund taxes can be cumbersome, but there are ways to help mitigate the amount of taxes you may owe.


An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Mutual Funds

A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

Closed-End Funds

W/ closed-end funds, investors pool their money together to purchase a pro managed portfolio of stocks and/or bonds.

Mutual Fund Loads

Investment Risks

Understanding different types of investment risk can help investors manage their money more effectively.

Asset Classes

Asset Allocation

Asset allocation is a method used to help manage investment risk; it does not guarantee against investment loss.

Stock and Bond Investing Alternatives

There are other ways to invest in stocks and bonds besides owning individual shares.

Dollar-Cost Averaging

Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.