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Investment Choices

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Printer-Friendly Last Updated: 3/13/08 Investment Choices

Confused about the variety of investments available and which are right for you? This page provides links to the information available about a variety of investment vehicles and asset classes.

Annuities and Insurance

• Seniors Beware: What You Should Know About Life Settlements
• Variable Annuities: Beyond the Hard Sell
• Equity-Indexed Annuities—A Complex Choice
• Should You Exchange Your Life Insurance Policy?
• Should You Exchange Your Variable Annuity?

Bonds and Fixed Investments

• Smart Bond Investing 
• FINRA BondInfo
• Promissory Notes Can Be Less Than Promised
• Investing in Bonds (Investor Brochure Series)

College Savings Plans

• Smart Saving for College
• 529 College Savings Plans
• College Savings Resources
• College Calculator
• 529 Plan Expense Analyzer

Futures and Options

• Futures and Options (Investor Brochure Series)
• Security Futures—Know Your Risks, or Risk Your Future

Mutual Funds

• Investing in Mutual Funds (part of the Investor Brochure Series)
• Understanding Mutual Fund Classes
• Sales Charges and Breakpoints: Tools and Information
• • Mutual Fund and ETF Expense Analyzer
  • Mutual Fund Breakpoints: A Break Worth Taking
  • Making the Most of Mutual Fund Breakpoints
  • Mutual Fund Breakpoint Search Tool 
  • Net Asset Value Transfers: Look Before You Leap Into Another Mutual Fund
    
    
• Principal-Protected Funds-Security Has a Price
• Funds of Hedge Funds-Higher Costs and Risks for Higher Potential Returns

Retirement Accounts

• Reverse Mortgages: Avoiding a Reversal of Fortune
• Smart 401(k) Investing
• 401(k) and IRA Minimum Required Distribution Calculator 
• "Stretch" IRAs—Too Much of a Stretch for You?
• Retirement Calculator
• Employer-Sponsored Retirement Plans (Investor Brochure Series)
• Individual Retirement Accounts (Investor Brochure Series)

Stocks

• How to Avoid Problems with Your Broker
• Margin Information
• Purchasing on Margin
• Understanding Margin Accounts, Why Brokers Do What They Do
• Understanding Securities Analyst Recommendations
• Online Trading
• Trade Execution: What Every Investor Should Know
• Investing in Stocks (Investor Brochure Series)