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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

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Newsletters

  • Time for a Spring Cleanup: Organizing Your Financial Records

    Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.

  • Balancing Stocks and Bonds in One Fund

    Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.

  • HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

    This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

  • Donor-Advised Funds Combine Charitable Impact with Tax Benefits

    This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.

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Calculators

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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