The Importance of Rebalancing your 401(k)

Investment Management
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The best way to keep your 401(k) account on track is to make sure your contributions are invested according to your asset allocation target.Rebalancing is an important investment management tool available to 401(k) plan participants to help ensure that they have enough retirement assets.When you rebalance periodically you should only have to make modest adjustments.Although the primary objective of rebalancing is risk control, it does not have to mean a significant reduction in return.

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Defining Benchmark Indices

Investment Management
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Learn more about the differences in benchmark indices to best track your investment performance.When choosing an index as a benchmark for evaluating your security’s performance, remember to select one that represents your type of investment.Some indices are broad-based and others are specific to one sector or type of investment.The historical data and performance trend information that these indices provide can help you see where your security fits into the big picture.

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Mutual Fund Basics

Investment Management
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Get a quick lesson on what a mutual fund is and how it works.A mutual fund is a pool of money from several shareholders and is managed by an investment professional.Some of the benefits of investing in mutual funds are professional investment management and diversification.Be sure to read the mutual fund’s prospectus to understand its fees and expenses and other important information about the fund.

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