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Every day, we work with thousands of successful investors and have the
opportunity to observe the strategies that help them succeed. You've probably
heard these investing principles many times. The difference here is that
we'll help you apply them to your life situation and use them to navigate
the ups and downs of the market.
Even if you're a more advanced investor, you'll find these booklets to be useful reminders. Instead of just following the prevailing winds or letting your emotions guide your investment decisions, you can rely on these core principles to help keep you on course.
Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
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It's about the heart of the matter: Your Life. Get answers to these questions and more by downloading InvestRight Principle #1. Content includes helping identify and prioritize various and sometimes conflicting goals, a “Portfolio Remodel” for a family trying to balance retirement, college, and a dream retail business, and the Goal Clarification worksheet. Online tools are also available.
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It's all about paying the most important person first: You. Download InvestRight Principle #2 and learn about the power of paying yourself first. Help understand what the term means, read a "Portfolio Remodel" to see how one couple struggles to put money away but how a plan can help them make their goals a priority. Complete the “Start By Paying Yourself" worksheet and online tools to get going on your own plan.
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It's all about investing for yourself, not Uncle Sam. Download InvestRight Principle #3 to learn about tax-advantaged investing. Read about retirement products, college planning, and municipal investing. The "Portfolio Remodel" outlines suggestions for one family trying to balance retirement and college savings goals. Complete the online tools to discover what type of investments may be suited for your situation.
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It's all about balance. Download InvestRight Principle #4 to learn more about diversifying an investment portfolio. Read about asset allocation, growth and value styles of investing, and the roles that stocks, bonds and cash play in a portfolio. The Asset Allocation worksheets and online tools will help you determine how your portfolio is positioned.
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It's all about choosing investments that work for you. Download InvestRight Principle #5 to understand more about individual securities and mutual funds and what it takes to invest in each. Learn how to evaluate portfolio managers and their strategies, understand expenses and returns, and better define what you need from a financial services company. Online tools can help you search for mutual funds that may be right for you.
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