Library of educational materials

Special Reports

The following reports discuss various investment topics relevant to all investors. Click on the links below to view the Special Reports of interest to you.

Special Reports

Plan Participation

	Cost of Waiting - Addresses the need to start saving today to maximize results for tomorrow		Tax Deferral - Explains the value of the inherent tax deferral in an employer sponsored plan
	Savers Tax Credit - Explains the potential tax credits realized by contributing to a plan		Missed Opportunity - A "pay yourself first" explanation and why
	Increasing Your Contributions - The value of making even small increases to your retirement plan contributions

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Investing

	Asset Allocation - High level educational piece on asset allocation and its importance		Rebalancing – Discusses the importance of periodic rebalancing of a portfolio
	Dollar Cost Averaging - One page educational piece on the dollar cost averaging process and its value		Market Timing - Educational piece on the value of staying in the market, not trying to guage when to invest or not
	Diversification - How to manage risk through diversification		Investments 101 - Describes the variety of investment vehicles and how they work
	What is a mutual fund? - Explains what a mutual fund is and the benefits of investing in them

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Retiring

Retiring – Overview of retirement and what to consider

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Life Events

Retirement Planning for Women - Focuses on helping women understand their particular risks when saving and planning for retirement

Get Out of Debt – How to make your way out of debt and stay that way

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