Infographics

The muni bond advantage

With low interest rates, higher tax rates, and heightened market volatility, striking the right balance between generating income and preserving principal can be challenging.

Municipal bonds may be one solution, particularly for higher income earners.

Last update: January 2018

Why diversify? Market leadership changes

In dynamic financial markets, the performance of investments can change frequently. Diversifying a portfolio across many assets is a classic strategy to avoid the risk of picking one investment that can fall out of favor.

Data is as of 12/31/17

Retirement matters

Financial planners suggest that finding the ideal retirement spot means weighing a number of pros and cons about each state — and not just the weather — including the size of the tax bite, which can vary greatly. How does your state rate on taxes?

Last update: February 2015