Mutual Fund INVESTOR'S CENTER

Active or Passive? Why Not Both?

Know the reasons to consider and use both passive and active options as complements in a portfolio.

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Reach Your Financial Goals 

Time horizon, rate of return on the investments and amount invested are the three factors affecting if investors reach goals.

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Mutual Fund Performance

For fund performance, remember that these are used to illustrate a particular fund's record of return - it is no indication of how it will perform in the future. 

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3 Considerations for Portfolio Construction

With these considerations, investors can take steps toward reaching financial goals with ease.

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Active and Passive

Active and Passive

There is a role for both strategies and reviewing the attributes of each may help construct a portfolio that serves your best interest.

What is an Education IRA?

What is an Education IRA?

Also referred to as a 529 Plan, these state-sponsored college savings plans allow you to make contributions into an account to pay those future costs.

10 Tips for Investing for Children

10 Tips for Investing for Children

How will you pay for four years or more at the college of their dreams - or the college within your financial reach? It's going to take planning... so start with these 10 tips. 

Retirement Investing Tip

Retirement Investing Tip

Annual expenses in retirement may range from 70%-90% of your current annual after-tax income.

Inflows, Indexes and the Future: Trends in Active and Passive

Inflows, Indexes and the Future: Trends in Active and Passive

Charles Schwab explains how active and passive strategies complement each other well, and fill equally important roles in a portfolio.

How to Take Emotion Out of Investing

How to Take Emotion Out of Investing

Columbia Threadneedle shares how an investment strategy that specifically seeks consistent results can help investors avoid emotion - driven pitfalls. 

Know your ETF

Know your ETF

Decisions that go into benchmark construction and changes can add a degree of active management to ETFs - and Delaware investments discusses how what goes into those passive strategies can be an important component for investors. 

5 Strategies for College Savings Success

5 Strategies for College Savings Success

It is important to start saving for college as early as possible. These 5 simple tried-and-true strategies from Franklin Templeton Investments may help improve your college savings efforts.