Publications

The SEC’s Office of Investor Education and Advocacy believes it is important to raise awareness regarding investment scams that target groups. In this guide, you will learn key strategies for...
Printable worksheet for Monthly Income and Expenses for the Roadmap
Net Worth Worksheet - printable version for Roadmap
While money doesn’t grow on trees, it can grow when you save and invest wisely. Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life. You don’t...
Variable annuities have become a part of the retirement and investment plans of many Americans. Before you buy a variable annuity, you should know some of the basics – and be prepared to ask your...
Seniors are often the target of fraud. However, with some basic understanding of how scam artists work, you can avoid fraud and protect your hard-earned money. Learning how to invest safely can mean...
Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life. You don’t have to be a genius to do it. You just need to know a few basics, form a plan,...
Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing in mutual funds involves risk. In addition, fees and taxes can...
"Ask Questions." That’s the best advice we can give you about how to invest wisely. We see too many investors who might have avoided trouble and losses if they had asked basic questions from the...