All Investment Management Content

Changing Jobs? Options for Your 401(k) Plan

Investment Management
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Make the smartest decisions for your retirement plan as your career evolves.Employees who leave their companies have several options when it comes to their 401(k) plans, and each option has advantages and disadvantages.Options include keeping your existing plan where it is and starting a separate one at your new company, rolling it over to an IRA, or transferring it to your new company’s plan.

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Financial Derivatives: Understanding Calls and Puts

Patrick Cassidy, CFA CTFA |
Investment Management

Learn about the pros and cons of using options as part of your investment strategy.Options offer an opportunity to take advantage of market moves, both up and down.They also offer the possibility of increased rates of return and a predetermined limit to the amount of potential loss.While options are sometimes used to hedge or reduce risk, they can be an aggressive investment and may not be appropriate for every individual.

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