Resources for investors of all experience levels
History shows that long-term investors have the best potential to be successful in meeting investment goals. With a focus on long-term investing, the tools and tips in this series can help provide beneficial investment knowledge.
A Balanced Approach
Combining stocks and bonds can lead to increased returns and decreased volatility
Buy and Hold
Riding out the markets rough periods can prove to be fruitful
Capital Gains Q&A
Commonly asked questions about capital gain distributions
A Case for Common Stocks
A retrospective of the past 3+ decades
Diversify Your Portfolio
A sound investment plan should involve multiple asset classes
Do You Know What You Own?
Your investments might conflict with your beliefs
Finding the Right Mix
How different combinations of investments have performed over time
George’s Gems
Time-tested guidelines based on over 40 years of investment experience
Going Global
Reasons to consider investing outside of the U.S.
Growth vs. Value
The historical difference and importance of owning both types of stocks
Get A Head Start
The power of compounding can be the best friend of a long‐term investor
Historical Diversification
The importance of properly diversifying a portfolio
Ignore the Headlines
Why you should focus on the long‐term
The Importance of Dividends
Dividend-paying stocks can play a vital role in meeting long-term goals
Investing for College
Compares two different ways to save for a college education
Morally Responsible Investing
Don't compromise your values in pursuit of investment returns
Patience Rewarded
Short‐term thinking can be detrimental to long‐term success
Small, Medium or Large?
Do you really need stocks of different sizes?
Systematic Investing
Consistent investing may help you reach your goals
Think Twice
A helpful acronym for investors of all experience levels