Investing Basics

Asset Allocation Chart

Asset Allocation Chart

Learn the importance of asset allocation through this table of asset class returns. Highlighting the randomness of investment returns from year to year, this piece makes a strong case to hedge your bets by investing in a wide range of asset classes. Also shown is the relative risk and rewards of several combinations of asset classes.

Changing Interest Rates: The Impact on your Portfolio

Changing Interest Rates: The Impact On Your Portfolio  

Navigating the Fixed Income Market can be daunting for the average investor. Understandinghow changes in interest rates impact a portfolio is critical. We seek to demystify the mechanics around how bond prices are affected by interest rate risk and what factors make a portfolio more or less sensitive to it.

Diversification Within Fixed Income Chart

Don't Put Your Eggs in One Basket -- Diversify

The best-performing asset class often changes from year to year. Building a diversified portfolio ensures that at least a portion of your portfolio will be in the right place at the right time.

Rethinking the Role of Income Investing

Income Investing Basics Primer

Income remains a crucial component for investment portfolios. This primer provides education on investment options that can offer steady income, growth and diversification. It answers key income investing questions around available income investing options, the role income plays in portfolios and how to optimize income potential in portfolios.

Understanding Current Yield and Distribution Yield

Understanding Current Yield and Distribution Yield

This piece shows how comparing yields of different maturities for the same kind of bond can help determine investor expectations for future market conditions.

Understanding Duration

Understanding Duration

This paper shows how duration provides a standardized way to measure and compare risk between bonds.

Understanding Yield

Understanding Yield

This piece covers the two definitions of yield: current yield and yield-to-maturity.

Understanding Yield Curves

Understanding Yield Curves

This piece shows how comparing yields of different maturities for the same kind of bond can help determine investor expectations for future market conditions.

0169951-00015-00 Ed.10/2016