FINANCES

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Quarterly Investment Newsletter

Read market commentaries, tips for self-service using our web tools, things to consider when setting up your financial strategy and more.

Risk Disclosures

Investing involves risk, including potential for loss.

LifePath Funds are target-date portfolios whose investment objectives are adjusted over time to be more conservative as the target date (date the investor plans to start withdrawing their funds) approaches. The principal value of the fund(s) is not guaranteed at any time, including at the target date.

Diversification and asset allocation do not assure a profit or protect against loss.

Automatic investment plans do not assure a profit or protect against loss.

Bonds are subject to interest rate risk and may decline in value due to an increase in interest rates.

An investment in the Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

A 10% tax penalty may apply for withdrawals from tax-qualified products before age 59½.

AP2013/10/1941

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value