General Investing Insights

Investing Relationships Matter

Results are a must for investing, but there’s something equally crucial—the relationship you have with your financial company.

Holiday Spending: Is a Budget on Your List?

This year, see how your holiday budget and saving habits could affect your investment plans.

Ask These Questions Before Hiring a Financial Advisor

Find out what to ask a financial advisor and how to choose a financial advisor through a series of essential questions to ask before you hire one.

Ready to Invest? Learn About Risk First

A beginner's guide to how to start investing, understanding different risk levels and feeling more confident about dealing with investment risk.

How to Know if You Have Enough to Invest?

Find out how much is enough to start investing. Also, discover if there's a magic number to hit or a good time to start investing.

Money Tips for Divorce After Age 50

5 financial tips for late-in-life divorce and starting over, including how to budget and the tax and investing implications.

What Does Infrastructure Legislation Mean for Municipal Bonds?

Infrastructure and budget bills in Congress should bode well for the broad economy and the municipal bond market.

Investment Goals and How to Set Them

If you find your short-term investment goals are getting easier to accomplish, find out how to set mid- to long-term goals.

Growth Solutions

You need growth for your future. But the path to get there depends on your current situation and what you already own. What are you missing?

Building a Growth Engine

How you think about growth depends on what kind of investor you are--just starting out, learning more or taking it to the next level. Which one are you?

6 Trends in ESG Investing

Climate change, cybersecurity (including privacy), technological advancements and demographic changes were already altering the investment management landscape before COVID-19. In our view, the pandemic has helped hasten a shift toward sustainable investing.

A Guide to Your Investing Identity

Knowing what investments you need means understanding who you are as an investor.

Completing Your Portfolio

Do you have everything you need to grow your portfolio? Here's how different investment types can help you fine-tune your mix.

Checkpoints: Have I Saved Enough?

The amount you need (for retirement or any other goal) depends on how much you have now, how much you plan to save over time and the average return of your investments.

Are You Getting What You Expect?

Are you getting what you expect from your portfolio? Learn how different kinds of bonds can help you address your needs.

Market Volatility: Are You In or Out?

Chasing high-flyers or cashing out are extreme reactions to market risk and volatility. Here’s why the best choice is somewhere in between.

3 Investment Risks and What to Do

Each type of investment plays a different role in your portfolio—and presents different risks.

Bonds and Income: How It Works

Many investors look to bonds as a steady income source. Here's why.

Stock Market Volatility: A Tale of Two Investors

Can two investors get the same returns and end up with different results? Here's how timing can impact your portfolio.

Is It Time To Complement Your Stocks?

Do you need to complement your stock holdings? The right mix for you depends on what you already have and what you need for the future.

Strengthen Your Bonds

Are you stuck in money markets with few growth options? Heavily invested in stocks and worried about the next market drop? Adding bonds can bring your portfolio back from the extremes.

6 Sayings Investors Should Ignore

Investing advice is readily available—but that doesn't mean it has merit. Today we set the record straight to help you achieve your financial goals.

What Can Compound Interest Do for Your Portfolio?

What you need to know about compound interest, from how it can affect your investments, to how it differs from simple interest.

Learn how money talks ease relationship stress

The health of your finances and relationship as a couple may depend on regular money talks. Find out how to curb money disagreements together.

CIO Insights with Rich Weiss

Hear straight talk on the economy, markets and portfolio positioning from Rich Weiss, CIO.

5 Quick Year-End Tax Tips

Tax Day might seem far off, but you still have time to beat year-end deadlines to help reduce your tax bill and boost next year’s refund. Here’s how.

Three Reasons to Give the Gift of College Savings

Gifts are important to kids. So is an education. Start a new tradition with college contributions.

Watch the Yield Curve for Inflation Signals

What does inflation mean for the yield curve? Learn what investors need to watch out for.

Fundamental vs. Quantitative Investing: Same Goal, Different Process

We break down two approaches our own professionals use to manage stock portfolios.

How Often Should I Rebalance My Portfolio and How?

How often should you be rebalancing your portfolio? How exactly do you do that? And is there such a thing as “over-balancing”?

Do’s and Don’ts (and Maybes) During Volatility

Wondering what to do with your investments when faced with market volatility? Here’s what to consider.

Is an Asset Allocation Fund Right for You?

What is asset allocation? How do asset allocation funds work to balance your investment portfolio? Learn how to decide if it's right for you.

Need a Budget Plan? Get Started

Learn how to budget, save for the future and provide a reassuring framework for trying times.

Retirees, Help Protect Yourself Against Identity Theft

Identity theft can wreak havoc on your retirement. Learn what steps senior citizens can take to help protect themselves.

Help Your Teen Understand Investing

Who says investing is just for grownups? These tips will help teens start investing money in the stock market, putting time on their side.

Want to Prevent Identity Theft? 3 Threats to Watch

Learn how to protect your family from identity theft with these everyday tips to help guard your personal information and prevent identity theft.

Help Your Teen Understand Saving Money

Teenagers who save money now set themselves up for good habits in the future. Get tips for teens on how to save money, understand interest, and more.

Help Your Teen Understand Wants vs Needs

What do teens spend their money on—wants or needs? Learn how to teach them financial literacy skills they need to make the most of their money.

Why Millennial Couples Keep Their Finances Separate

As more millennials get married, many choose to keep their finances separate. Find out why and how to make it work.

How These 3 Real Couples Manage Debt Together

Do married couples share debt? What happens when one spouse has debt—is the other spouse responsible? Find out how real couples manage their debts.

Should You Combine Your Finances After Marriage?

Should you combine your finances with your spouse after marriage? Learn if it makes sense to merge your money (or not), and how to decide.

How Women Can Bridge the Gender Investing Gap Now

There's a large gender gap when it comes to investing. Find out why women tend to invest less than men and what steps you can take to close that gap.

Women: Invest for a Better Life Long Before Retirement

What happens when women start investing their money? Find out what these real women learned from their investing experience, and how they got started.

Help Your Teen Understand How to File Taxes

If a teenager has a part-time job or a babysitting gig, do they need to file and pay taxes? Find answers to tax questions for your teen.

Understand These 6 Investment Basics to Up Your Game

Ready to start investing? If you're already funding your 401(k) and ready to invest more, here are some basics you need to know.

Tesla Case Study: What Does a Growth Stock Look Like?

Find out why we view Tesla as a transformative technology company positioned for growth well into the future.

Uncover Ways to Find Care for Parents Who Lack Savings

Learn how to help aging parents when they run out of money—plus what you should know about Medicaid and other supportive resources.

Stocks Are the True Independents in This Election

Presidential elections often lead to volatility in the markets. But “betting” on a political outcome is difficult and potentially costly.

Juggling Finances While Caring for a Parent

Helping manage your aging parents' finances can be challenging. Here's how to minimize your own risk when taking over your parent's finances.

Your Financial Restart After COVID

Has COVID changed how you think about your future? Get help re-evaluating your long- and short-term financial plans.

When COVID-19 Affects Your Money—What Now?

The coronavirus is not just a medical crisis. It’s also a financial one for many. Find ways to free up or get money when you need it now.

Counting Change: How Spending and Saving Habits Are Shifting

From current expenses to future goals, many households are managing money differently during the global pandemic and recession. Here’s how.

7 Tips for Managing Your Household

The pandemic is changing how we live and work. Get tips for managing it all.

Should you stay or should you go? How to invest when the stock market reaches record highs.

When markets hit record-breaking highs (or lows), you may wonder if now is the time to invest in stock funds or sell them. Here's what you should know.

Time for a (Portfolio) Checkup?

Maintaining your financial health takes some planning—and regular exams. Here’s what to know to for your next portfolio review.

More Invested in You

You work hard to provide for yourself, your family, your legacy. So do we. Put our passion for investing to work for your future.

Financial Stress: The Link Between Health and Wealth

Can you stop financial stress before it starts? A comprehensive plan can help you manage life’s financial hazards.

Is Your Portfolio Prepared for Inflation?

Higher inflation is on the horizon, underscoring the importance of seeking potential purchasing power protection with TIPS.

Golf and Investing: More in Common than You Think

Being successful at golf—and investing—involves considering the “long game” as well as the “short game.”

Top 10 Tips for Managing Your Accounts

Use this checklist to get the most out of your investment account experience.

Debt: What Your Child Needs to Know

Wondering how to discuss finances with your child? Learn how to talk to your child about money and debt, and practical methods to teach them the value of money.

My Parents Are Struggling: 4 Ways to Help Financially

If your aging parents are struggling financially, learn how to help to get them back on their feet.

Child Buying a House? What to Know if You Want to Help

Parents with the money to give down payment assistance to their child should know how much they can give, gift tax rules and mortgage lender requirements.

5 Tips to Prep for Your Financial Session

Make the most of your next session with your financial advisor by prepping ahead of time.

Volatile Markets? Kick Up Your Financial Knowledge

With market swings in full swing, how do you handle your investments? Here are some pointers on managing today’s economic ups and downs.

The Fed Speaks—Should You Listen?

What you need to know about the Fed and the FOMC—and how they impact your investments.

How to Set Up an Emergency Fund to Prepare for the Unexpected

Emergencies can pop up at the most unlikely of times. Planning for the unexpected helps to cushion the financial blow. Here’s how to do it.

What Young Adults Should Know About Budget Basics

These key tips teach young adults about the basics of budgeting and allocating money for bills, starting an emergency fund, choosing cheap fun and more.

Caring for an Elderly Parent? 5 Financial Tips for You

Many adult children serve as a caregiver for a parent. Learn how to reduce the financial and emotional impact of stepping back from work to care for a loved one.

5 Hazards on the Road Trip to Financial Success

This summer, don't take a detour from your financial plan. Get five tips to avoid common financial roadblocks and keep your portfolio on course.

No "Mayday" Necessary: How to Keep Volatility in Perspective

Don't let emotional "mayday" decisions ruin your financial plans.

This Year, Make a Financial Resolution that Works

This resolution isn't hard to keep: Reach out for financial advice.

Investing & Baseball: Cover Your Bases

What says summer more than baseball? Take lessons from America's pastime and make sure you have all positions covered in your investment portfolio.

You're Not Too Young or Too Old to Plan Your Legacy

Estate planning isn't just for wealthy "fifty-somethings." If something happens to you, having a plan can make it easier for those you love.

How Investors Can Fight Inflation

Is inflation coming? Find out what you need to know about inflation and how to prepare your investment portfolio.

Trade New Year's Resolutions for a Healthy Financial Game Plan

Given up on your new year's resolutions already? Why we think you should opt for a financial plan instead.

Shake, Rattle and Roll: Closing Out a Wild 2018

The roller-coaster ride of 2018 provides important reminders about market behavior—particularly after several years of consecutive returns.

Should You Bring Your Investments Together?

Do you have money in more places than you'd planned? Take back control.

Managing Finances on Your Own

When life changes occur, don't let emotions rule your decisions. Keep these points in mind as you review your financial situation.

5 Tips for Positioning Portfolios in Volatile Markets

The recent shock to global stock markets may cause concern for investors, but it may also provide opportunities for active managers.

Balance Your Portfolio for All Market Conditions

With investments, it’s impossible to have reward without risk. That’s why you need a balanced portfolio to cover any market conditions.

How Diversity, Equity & Inclusion Informs ESG Analysis

There’s growing evidence that diversity affects companies’ bottom lines. Here’s how we factor DEI issues into our investment analysis.

How to Teach Your Kids About Money

Start teaching money lessons to your kids now—even the youngest children can learn the value of money, how to save it and the cost of spending.

Weathering Market Swings

Investors often wonder if they should sell their investments when the market hits a rough patch to avoid losses—but patience can be a virtue in volatile markets.

How Can You Stay Connected?

Social distancing, stay-at-home orders, lockdowns—all are taking a toll. How will you stay connected to family and community in this new world?

Market Orders vs. Limit Orders: Do You Know the Difference?

How many investors think about control when trading stocks or exchange-traded funds (ETFs)? Different order types provide increased control over trading, including the price received for a security. Consider the following to expand your knowledge on how to place orders for ETFs and stocks in the markets.

Cyber Security: Guarding Your Data

Learn this Cyber Security Month how we proactively work to guard client data against the threat of cyber criminals.

Strengthen Your Bonds

Hear VP & Sr. Client Portfolio Manager Joyce Huang and Private Client Group VP Alex Fishman discuss the important role bond funds can play in a diversified portfolio—one that includes a mix of investments that react differently when markets move up or down.

Spring Clean Your Finances

Set a course for a secure future by "spring cleaning" your financial habits. Here are six tips from VP Michael Schoonmaker.

Protect Your Data—and Your Dollars

Are you in control of your online data? With data breaches in the headlines more and more, get tips to safeguard your info and protect your finances.

Impact Investing: Making Good with Your Money

As part of a growing trend, investors are aligning their financial goals and values. Explore the landscape of impact investing.

Feeling Lucky? Don't Chance It with Your Investments

Don't chance trying to time the market with your investments. Learn why your best strategy may be spending time "in" the market.

Expecting a Baby? Plan for a Lifetime of Expenses

Whether you carefully planned for children, or you were pleasantly surprised, at some point finances need to be considered. It doesn't matter if Junior is two years old or 12 years old, it's never too late to make sound financial decisions for the whole family. Here are some tips to get you started.

The Surprising Truth about Diversification

Diversification is often touted as the most important strategy in an investor's toolkit. But what is it? And what is it not?

Weathering the Storm: Four Time-Tested Investment Strategies

Investment markets can be unpredictable. But with planning and a long-term view, you can position your portfolio for various conditions. Here's how.

4 Investing Tips for Now—No Matter What Markets Do

We all know about market uncertainty, but 2018 made us feel its effects in a big way. Try these strategies to help tackle volatility.

Stowers: Turning Passion Into a Legacy

For American Century Investments, the idea of investing with the heart starts with a love story. Learn how we live the story of our founder every day.

4 Investing Tips for Now—No Matter What Markets Do

We all know about market uncertainty, but 2018 made us feel its effects in a big way. Try these strategies to help tackle volatility.

Winning with Defense

Looking for defensive investments to help combat market downturns?

When Too Much of a Good Thing Is Bad for Portfolios

What happens when growth stocks perform better than value stocks?