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Investing

Windfall

I Just Received a $#!+ Ton of Money … Now What?

From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether it's from an inheritance, settlement, winnings, or something else entirely, you can use these steps to avoid a horror story and make the most of your windfall.
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dollar-cost averaging

Fire Drill: Investing with Dollar-Cost Averaging

When should you invest? Instead of putting so much pressure on when to invest, put a set dollar amount into your investment account on a set schedule and let dollar-cost averaging work for you.
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Optimism

Investing with Optimism

2020 has been a volatile year for the stock market. Volatile means sharp moves downward as well as sharp moves upward. We've seen historic swings in both directions, and these swings make people nervous. Some people react in these situations and let their emotions dictate their portfolios by moving into cash. However, successful investors like Warren Buffett, also known as the Oracle of Omaha, consistently rely on one trait to navigate nerve-wracking times. The simple trait: optimism.
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investing

Passive vs. Active Investing: Keeping Your Costs Low

How can you avoid excessive investment management fees and limit your transaction costs? By focusing on what you can control. Learn about the differences between active and passive investing philosophies — plus, why Warren Buffett took the less-glamorous option and used it to win a bet.
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Choose Your Own Contribution with Higher Retirement Plan Limits

Did you know that HSA and 401(k) contribution limits increased for 2020? Learn what’s new and use the infographic to see how you can make the most of your retirement savings this year.
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alternative investment

An Alternative to What?

What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun intended — when it comes to alternative investment strategies.
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Investment Management

Active and Passive Investment Management

When it comes to investment management, is an active or passive philosophy best for you? Learn the pros and cons of each, and see if one style — or a mix of both — could be right for you, your investments, and your goals.
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Location, Location, Location

Where are your assets located? You might allocate them a certain way to reduce risk, but location is another important part of maximizing returns and reducing tax burden in your investment portfolio. Learn the implications of asset location.
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401(k) and Employer Stock — A Different Approach

Leaving a job where you bought your employer’s stock in your 401(k)? Making the best choices for your money is key. See a couple different approaches.
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