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Investor education

Getting started investing

Begin at the beginning! Start with these basics.

The importance of costs

You can control how much you pay for your investments.


Choosing investments

You'll need to decide what kinds of investments suit your goals and investing style.

Asset classes

First, decide what to invest in: stocks, bonds, cash, or other types of investments.

Mutual funds, ETFs & individual securities

Then decide how to invest. Start with mutual funds and ETFs (exchange-traded funds). If you want, add individual stocks and bonds.

Investment costs

Find out what costs you'll face for the types of investments you choose.


Managing your portfolio

Investment success might be closer than you think.

Performance & rebalancing

Successfully managing your investments means doing a few key things.

Stock & bond markets

Having basic knowledge about the financial markets may help you keep volatility in perspective.

Estate planning

Make sure your heirs benefit from your investment success in the way you want.


Get complete portfolio management

We can custom-develop and implement your financial plan, giving you greater confidence that you're doing all you can to reach your goals.

Saving for retirement or college?

See guidance that can help you make a plan, solidify your strategy, and choose your investments.

Already know what you want?

From mutual funds and ETFs to stocks and bonds, find all the investments you're looking for, all in one place