These are items tagged with `Investment`

Value Investing - An Investment Strategy

In times when the market has taken a downward turn, and the value of your portfolio declines, do you, like many investors, consider the scenario a “doomsday”, or do you look upon the occasion as a grand buying opportunity?

Types of Stock

Learn 7 basic types of stock you can invest in.

Assembling a Portfolio

4 basic factors to a steady portfolio: stocks versus bonds, your personal goals, diversification, and rebalancing.

What Mutual Funds Invest in

Learn the differences between money-market funds, stock funds, and bond funds.

Mutual Funds

Mutual funds give us cheap and easy access to stocks and bonds (and other types of securities) to increase our wealth.


Rebalancing helps you sell high and buy low.


Keep yourself on track to retire by adding diversity to your investment portfolio.

Your Personal Goals

Your time horizon should determine your risk.

Understanding Disclosure

Disclosure allows you to see where your money is going.

Setting Your Investment Goals

Do you want to play it safe? Or are you in a position to be more risky?

Resolving Disputes

Hopefully a dispute between you and your investment professional doesn't arise. But if it does, learn how to resolve them here.

Investment Fees

Investment advisers and brokers are professionals: Expect to pay them.

Different Types of Firms

Do you need a full-service, discount, online, or specialty brokerage firm? Or an investment adviser?

New Account With a Broker or Investment Adviser

Fill out a form asking for things like net worth, annual income, age, investment objective, risk tolerance, occupation, and investment experience.

Should I Hire an Investment Adviser?

If you have little or no experience investing, hiring an adviser would be a good place to start.

People and Financial Firms

Selecting investment help should be a careful process.

Keep Yourself and Your Money Safe

It takes only a short moment to protect your money.

Investment Terms Dictionary

Decode some of the terminology used in investment here.

Retirement Investment Dictionary

Clarify some of the terminology used in retirement here.

Getting Your Money Out of a Retirement Account

If you take out money too soon, you can be heavily penalized.

Investment or Saving Choices

Your investment choices fall into three broad categories: stocks, bonds and cash.

Traditional IRA

Anyone who has earned income from a job and who is younger than 701⁄2 can contribute to a traditional IRA.

Employer Plans

Don't miss out a great opportunity by passing this up.

Other Various Retirement Funds

To find the right funds for your retirement portfolio, choose the fund types whose objectives and willingness to take risks match yours.

Investment Practices to Avoid

Don't fall victim to poor or illegal investment practices.

Roth IRA

A Roth IRA is similar to an IRA, but with important differences.

Retirement Accounts

The key to a successful retirement-investment plan lies not only in choosing the right investments but also in choosing the right place to keep them.

Retirement 101

Learn the basics of setting yourself up for a good retirement.

Investing in Bonds

Bonds add safety but reduce your overall return.

3 Key Rules

To put your retirement plan on track and keep it there, you need to master a few basic financial rules.

Mutual Fund Term Dictionary

Decode some of the terminology used in mortgages here.


Investing strategies are based upon risk and reward.

Create an Income Stream

Taking initial withdrawals of 4% or considering annuities are often recommended to retirees.


In this section learn the basics of investing wisely.

Basic Life Insurance Plans

There are many variations of life insurance plans, but the two most common are 'term' and 'whole life' insurance.

Using Learning Quest

Learn how to navigate Learning Quest's 529 plan.

Learning Quest: Kansas' 529 Plan

Learning Quest is an advantageous college savings program administered by the State of Kansas.

Plans With Self-Employment

Learn about your retirement account options if you are self-employed.

Questions to Ask Before Signing

If you’ve decided that an annuity makes sense for you, here are several key questions to ask yourself before signing any paperwork.

Fixed and Variable Annuity Expenses

The fewer features, the less fees.

Fixed Annuities

A fixed annuity earns a guaranteed rate of interest for a set time.

Learning Quest Investments

Get the ins and outs of investment through Learning Quest.

Variable Annuities

Higher risk, but potential for higher reward.

Deferred Annuities

There are a number of situations a deferred annuity may be the right choice for you.

Video: Emotional Investing

Learn more about how we make and could better make financial decisions.

Scam Tester

A quick quiz to help you avoid getting scammed!

Video: Investment Fraud Documentary

Get an award-winning documentary for free.

Immediate Annuities

There are a number of situations an immediate annuity may be the right choice for you.

When You Can Start Getting Money From Your Annuity

Either you will receive payments within a year or you will wait awhile.

Quiz: Should I Consider Immediate or Deferred Annuities?

A short quiz to help you navigate what you might need.

Indexed Annuities

An indexed annuity is a kind of fixed annuity that grows according to a variable rate.

Top 10 Securities Scams

Don't fall prey to scams and lose your hard earned money.

Quiz: Are You Vulnerable to Investment Fraud?

Find out if your habits and behavior lend themselves to being defrauded.

Options for Paying Premiums

Either you make one payment or several ones over a period time.

Annuity Tax Considerations

Things to consider about taxation when looking at Annuities.

Ways An Annuity Can Earn Interest

Learn about fixed rate and variable annuities.