Investor Knowledge

Investment Basics

• Mutual Funds FAQ
• Types of Mutual Funds
• What is a Mutual Fund?
• What you should know about a prospectus
• What is dollar cost averaging?
• How compounding can work for you
• Diversification and asset allocation
• Which funds seek long-term appreciation?
• Funds that Generate Income
• Keeping up with inflation
• Teaching your children to save and invest
• Are you prepared for the death of your spouse?
• Measures of the market

Getting started

• Planning for your financial future
• Advantages of visiting with a registered State Farm® Agent
• What kind of investor are you?
• Which investments are right for you?
• Investing is a lifelong pursuit
• Invest childcare money in your child's future

Information for Current Accountholders

• How will bankruptcy affect my shares?
• Buying the dividend and wash sales
• Market Volatility and Your Investment Goals

Education Planning

• Are you prepared for the cost of college?
• Increase your ESA contributions today
• Benefits of investing in a college education
• Give the gift of education
• Coverdell ESA or 529 Plan: What is appropriate for you?
• Which education funding vehicle is right for me?
• Tax benefits of a college savings

Retirement Planning

• Retirement Planning - Prepare for Tomorrow...Today
• Estimate your retirement income needs
• How much can you expect from Social Security?
• Increase your IRA contributions today

Need Assistance? 1-800-447-4930