…to receive every month in income. There are two types of annuities and a few different ways to purchase them. 1. Term-certain annuity A term-certain annuity gives you a guaranteed…
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Saving versus investing
…for short-term financial goals and emergency needs, it’s not the ideal way to put aside money for the long term. Sometimes you can find more money to save by renegotiating…
Research & reports
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…You’ll be able to listen to any article you choose. On-site voice search – Helps visitors easily search the site to find what they need — just click on the…
What is ESG investing?
…investment goals. Take a DIY approach Many investment research firms publish ESG ratings for individual companies as well as investment funds. The ratings may reflect slightly different criteria used by…
Be cautious with celebrity endorsements
…any investment, research the company and product before making a decision. Ask yourself, would you still be interested in the investment if a celebrity wasn’t promoting it? Focus on deciding…
What is affinity fraud?
…offers and high-pressure salespeople. You should never feel pressured to buy an investment on the spot. Take the time you need to make an informed decision. 4. Research the investment…
Boiler room scams
…and high-pressure salespeople. You should never feel pressured to buy an investment on the spot. Take the time you need to make an informed decision. 4. Research the investment Before…
Confirmation bias: A fundamental risk to your investing decisions
…can you protect yourself from confirmation bias? Summary What is confirmation bias? Confirmation bias is the tendency for people to search for, favor, or interpret information which confirms their existing…
What is a romance scam?
…doesn’t match their dating profile or social media account information. 5. Research. Use search engines to check if the messages or images that they gave you are found on scam…