Learn about various investment topics by clicking on the links below:
Please note: Accessing certain links may cause you to leave The Investment Center, Inc.'s website. The Investment Center, Inc. does not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the The Investment Center, Inc. website for convenience and informational purposes.
Cost Basis Reporting
- IRS Issues Final Cost Basis Regs. CLICK HERE
- Frequently Asked Questions on Securities Transaction Taxes. CLICK HERE
A Guide to Understanding 529 Plans
- This brochure outlines the options available for investing in 529 savings plans. CLICK HERE
A Guide to Understanding Margin
- This article summarizes the various information on margin investing. CLICK HERE
A Guide to Unit Invesment Trusts
- This brochure discusses how UITs operate and provides a general overview of the different types of UITs. CLICK HERE
- Frequently Asked Questions About Unit Investment Trusts. CLICK HERE
A Guide to Closed-End Funds
- This brochure reviews the types of closed-end funds and their operations. CLICK HERE
- Frequently Asked Questions About Closed-End Funds and Their Use of Leverage. CLICK HERE
A Guide to Exchange-Traded Funds
- This brochure summarizes exchange-traded funds (ETFs) and explains how they differ from index mutual funds. CLICK HERE
- Frequently Asked Questions About Exchange-Traded Funds. CLICK HERE
Understanding Mutual Funds
- This article summarizes mutual funds and explains how they operate. CLICK HERE
- Frequently Asked Questions About Taxation for Mutual Fund Investors. CLICK HERE
- Frequently Asked Questions About Mutual Fund Directors. CLICK HERE
- Frequently Asked Questions About Mutual Fund Shareholders. CLICK HERE
Bond Basics
- This article reviews the basics of bonds and how they operate. CLICK HERE
Municipal Bond Basics
- This article reviews the basics of municipal bonds and how they operate. CLICK HERE
Understanding Stocks
- This article reviews the basics of stocks and how they operate. CLICK HERE
Understanding Bond Funds
- This article summarizes bond funds and explains how they operate. CLICK HERE
- Understanding the Risks of Bond Mutual Funds: Are They Right for Me? CLICK HERE
Mutual Fund Fees and Expenses
- This article reviews the types of mutual fund fees and expenses. CLICK HERE
A Guide to Target Date Funds
- This article reviews how Target Date Funds operate. CLICK HERE
- Principles to Enhance Understanding of Target Date Funds. CLICK HERE
- Frequently Asked Questions About Target Date Funds. CLICK HERE
Form ADV
CLICK HERE
DAY Trading
CLICK HERE
LIFE Settlements
CLICK HERE
CASH Accounts
CLICK HERE
Investor Tips
CLICK HERE
Money Market Funds
- Frequently Asked Questions About Pricing of U.S. Money Market Funds. CLICK HERE
- Frequently Asked Questions About Money Market Funds. CLICK HERE
Retirement Plans
- Frequently Asked Questions About Individual Retirement Accounts (IRAs). CLICK HERE
- Frequently Asked Questions About 401(k) Plans. CLICK HERE
- 10 Myths About 401(k)s—and the Facts. CLICK HERE
