While you don’t need to become an investment guru, knowing which investment types you own, and how each one impacts your portfolio will help you feel more confident about reaching your goals.
|Investment type||What is it?||How might it help my portfolio?|
|Stocks||Ownership shares in publicly traded companies||
|Bonds or Fixed Income||Debt securities (IOUs) of corporations, municipalities or the U.S. government||
|Mutual Funds||Investments that pool your money with other investors to buy tens or hundreds of stocks, bonds or other securities for better diversification||
|Exchange-Traded Funds||Baskets of securities you can buy and sell on a stock exchange. They function like mutual funds, but can be traded like stocks||
|Global Investing||Stocks and bonds from companies and governments in developed and emerging economies outside the U.S.||
|Annuities||Contract between you and an insurance company where you receive a stream of income for a certain number of years in exchange for a lump sum payment||
Call 877.962.9032 to speak with a SunTrust Investment Services (STIS) advisor.
* All guarantees are subject to the claims paying ability of the issuing insurance company.
Investing involves risks, including fluctuating returns and potential loss of principal.
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Big life changes can dramatically change how much money you’re able to save each month. Keep in mind these rules of thumb when life shakes things up.
Investing for your retirement over the long term takes a little knowledge and discipline. Though there can be no guarantee that any investment strategy will be successful—and all investing involves risk—there are ways to help yourself build your retirement cushion.
In 2014, Americans gave more than $358 billion to charity with nearly three-quarters of that amount coming directly from individuals. And while much of these donations come in the form of direct cash gifts, more and more individuals are turning to planned.
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