Mutual Fund INVESTOR'S CENTER

Learn how to plan for your retirement.

What will your retirement look like? Knowing what you want and need is key.

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Learn to Invest for Your Child's Education

The best strategy when investing for college is to start early and invest often.

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What You Should Know About Taxes

It's important to keep an eye on taxes while working toward your long-term goals.

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Pick the Right Mutual Fund for You

When choosing mutual funds, select the ones that meet your investment objectives.

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Education

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Benchmarks

Benchmarks

When shopping for a mutual fund, Ariel Investments says to be finicky. Investigate the fund’s management history, keeping in mind that the fewer the changes in leadership, the better. Also ask about expenses.

The Dow Then and Now

The Dow Then and Now

After falling to a low near 6,500 in March 2009, the Dow Jones Industrial Average doubled to hit an all-time high in March 2013. U.S. Funds profiles the rise and fall of the Down Jones Industrial Average.

Investing Basics - Stay on Track

Investing Basics - Stay on Track

Charles Schwab explains why it’s important to look at the progress you’re making toward your goals over time, as opposed to tracking short-term ups and downs. Because of the power of compound growth, investing is just as much about how much time you have as it is about how much money you start with.

New to Investing? Learn Money Management Basics

New to Investing? Learn Money Management Basics

Learn more from American Century about the most critical aspects of investing—risk, asset allocation and diversification—will create the foundation of your financial knowledge.

Investor Strategies

Investor Strategies

Do you worry about minimizing the amount of taxes you pay on your investments? Ivy Funds says effective, year-long tax planning can help. Here are six investor strategies that may help you keep more of what you earn.

Commentary

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A Peek into a Top Value Investor's Latest Moves

A Peek into a Top Value Investor's Latest Moves

Private-market value. It's a simple concept most investors overlook. Yet it's an approach that has catapultedfund manager Mario Gabelli into the billionaires' club. He's made big profits at his firm, GAMCO Investors, which now manages more than $40 billion in client assets. 

Growing Dividends: The Opportunity in Equity Income Strategies

Growing Dividends: The Opportunity in Equity Income Strategies

Investors are faced with difficult challenges and risks in finding yield in the market today. The ability of dividend producing stocks to provide both income and the potential for capital appreciation can make the equity income category very attractive to many investors. 

Four Ways to Beat High Health Care Costs; Fidelity Says Recent Retirees Need $220,000!

Four Ways to Beat High Health Care Costs; Fidelity Says Recent Retirees Need $220,000!

Have you included health care costs in your retirement number? $220,000 is what Fidelity Investments figures a 65-year-old couple retiring this year will need—not including nursing home care—to cover health care costs in retirement. The number is down from last year’s $240,000 estimate. That’s good news, kind of: One of the reasons it’s down is because people weren’t going to the doctor as much during the recession.

3 Skills to Teach Your Teen about Money

3 Skills to Teach Your Teen about Money

As they regularly remind us, teens know everything. Money is no exception.In a recent Capital One 360 poll, 87% of 12- to 17-year-olds reported knowing at least an average amount about managing finances. Or not. That study also found that 24% of them think a debit card is used to borrow cash.

When Does The Great Recession Become the Great Rotation?

When Does The Great Recession Become the Great Rotation?

Given the strong flows into the bond market over the past few years, Columbia Management says many pundits have pondered the beginning of the “Great Rotation” when bond investors begin to move money into the equity market.