Investor Communications
Investment Concepts Reverse Convertibles Market Linked CDs The ABCs of Mutual Fund Share Classes Understanding Bond Yields The Power of Dividends The Bullish Case for U.S. Equities Preferred Securities The Power of Dividends in a Portfolio Monitoring Your Portfolio Exchange-Traded Funds: Do They Belong in Your Portfolio? Eleven Ways to Help Yourself Stay Sane in a Crazy Market Balancing Your Investment Choices with Asset Allocation Value Proposition Handling Market Volatility Inflation - Fighting TIPS Parker/Hunter Named One of the Top 10 Managers of the Decade. Variable Annuities The Hibernating Bond Bear is Awakening 3 Reasons To Be Wary of Chasing Dividend Yield Estate Planning And Probate Issues 2011 Tax Planning Transfer on Death Summary Bypassing Probate Death of a Family Member Checklist Financial Planning The Big Picture Financial Planning--Helping You See the Big Picture (Flash Presentation) Financial Planning Health Care Reform How to Pay for Nursing Home Costs Five Questions about Long-Term Care Caring for an Aging Parent Trust Basics Estate Tax Update Let’s Get Technical
Have you ever wanted to know more about how to better navigate the financial waters? Technical analysis is an important tool to help investors identify and understand market trends. By using the basic supply and demand lessons learned in Economics 101, you can learn how to identify basic patterns and how to apply that new knowledge to investing techniques. Dorsey Wright & Associates have created an excellent investor educational tool called “Point & Figure Charting” which gives an overview of the concepts which drive the market and how to factor those into an effective investment strategy. Click here to see the lesson plan.
To learn more about what Dorsey Wright & Associates has to offer, click here.
Financial Planning
The Financial Planning Association has made articles available for further investor education. Click on the links below to learn more. Buying Used is Smart in Any Economy A One-Year Checklist to Retirement Essential Financial Planning for Returning or Deploying Military Personnel and their Families If Rates Are Heading Up, Should You Refinance Now? What is Financial Planning? What Are The Benefits To Financial Planning? How Do Planners Charge? What to Bring to a Meeting With A Financial Planner Tax Tips to Consider Document Recordkeeping Guidelines Gifting 10 Things You Must Do To Baby-Proof Your Finances Is Paying Extra on Your Monthly Mortgage Always a Good Idea? Giving to Family Members and Friends 4% Rule Why Maintaining Your Credit Score Becomes Even More Important During the Continuing Credit Crunch Retired? Six Wealth Building Strategies Build a Solid Financial Plan! How to Choose a Trustee A To-Do List for Settling an Estate How Your Personality Affects Your Financial Decision-Making Moving Toward a No-Debt Lifestyle: Steps to Consider Feel like Un-Retiring? How to Prepare A Family Mission Statement Can Help Any Family Manage Assets, Philanthropy and Direction Which Mutual Fund Class Share is Right For You? Have you ever wondered which fund share is the right one for you? To learn about the fees, expenses, benefits and breakpoints of many available A and C class shares and how they can affect the outcome of your investments over a certain time period, this interactive mutual fund analyzer from FINRA is an excellent tool. This will allow you to view side-by-side comparisons of many funds available.
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