Target Retirement Income Plus (TRIP) Fund

Chapter 2 Characteristics of Investment Companies

Chapter 2 Characteristics of Investment Companies Abstract Chapter 2 provides a brief overview of five types of investment companies: open-end funds, closed-end funds, unit investment trusts, exchange-traded

INVESTMENT STRATEGIES. 10 Tax-Wise Strategies That May Reduce Your Taxes in the Future

INVESTMENT STRATEGIES 10 Tax-Wise Strategies That May Reduce Your Taxes in the Future 10 TAX-WISE STRATEGIES 1. Make tax-deferred investments Take full advantage of tax-deferred investment opportunities,

Understanding the taxability of investments

Understanding the taxability of investments Managing your portfolio to help control your tax bill Investors need to consider many factors in the process of choosing investments. One at the top of many

3. If an individual investor buys or sells a currently owned stock through a broker, this is a primary market transaction.

Spring 2012 Finance 3130 Sample Exam 1A Questions for Review 1. The form of organization for a business is an important issue, as this decision has very significant effect on the income and wealth of the

FINANCE AND INVESTMENTS COURSES

FINANCE AND INVESTMENTS COURSES Finance is a branch of economics that deals with the management of funds, financial resources and other assets. In broader terms, finance is raising or investing money either

Finite Mathematics. CHAPTER 6 Finance. Helene Payne. 6.1. Interest. savings account. bond. mortgage loan. auto loan

Finite Mathematics Helene Payne CHAPTER 6 Finance 6.1. Interest savings account bond mortgage loan auto loan Lender Borrower Interest: Fee charged by the lender to the borrower. Principal or Present Value:

CHAPTER 20. Hybrid Financing: Preferred Stock, Warrants, and Convertibles

CHAPTER 20 Hybrid Financing: Preferred Stock, Warrants, and Convertibles 1 Topics in Chapter Types of hybrid securities Preferred stock Warrants Convertibles Features and risk Cost of capital to issuers

Annuity Principles and Concepts Session Five Lesson Two. Annuity (Benefit) Payment Options

Annuity Principles and Concepts Session Five Lesson Two Annuity (Benefit) Payment Options Life Contingency Options - How Income Payments Can Be Made To The Annuitant. Pure Life versus Life with Guaranteed

Choosing tax-efficient investments

Choosing tax-efficient investments Managing your portfolio to help control your tax bill Investors need to consider many factors in the process of choosing investments. One at the top of many investors

BUYER'S GUIDE TO EQUITY-INDEXED ANNUITIES WHAT ARE THE DIFFERENT KINDS OF ANNUITY CONTRACTS?

BUYER'S GUIDE TO EQUITY-INDEXED ANNUITIES Prepared by the National Association of Insurance Commissioners The National Association of Insurance Commissioners is an association of state insurance regulatory

The Need for a Focus on Retirement Literacy

The Need for a Focus on Retirement Literacy ASEC October 21, 2015 Washington, DC Mathew Greenwald Greenwald & Associates, Inc. Overview Financial security in retirement will be challenged by many factors

The cost of capital. A reading prepared by Pamela Peterson Drake. 1. Introduction

The cost of capital A reading prepared by Pamela Peterson Drake O U T L I N E 1. Introduction... 1 2. Determining the proportions of each source of capital that will be raised... 3 3. Estimating the marginal

Management of Asian and Cliquet Option Exposures for Insurance Companies: SPVA applications (I)

Management of Asian and Cliquet Option Exposures for Insurance Companies: SPVA applications (I) Pin Chung and Rachid Lassoued 5th September, 2014, Wicklow, Ireland 0 Agenda 1. Introduction 2. Review of

Grantor Retained Annuity Trusts

Grantor Retained Annuity Trusts A GRAT may allow a person to share the future appreciation of an asset with the next generation with no gift tax. Executive Overview Transferring wealth can be a significant

3,000 3,000 2,910 2,910 3,000 3,000 2,940 2,940

1. David Company uses the gross method to record its credit purchases, and it uses the periodic inventory system. On July 21, 20D, the company purchased goods that had an invoice price of $ with terms

RRSP. Tax Savings on Retirement Funds. Securing your future with mutual funds, RRSPs, pensions and portfolio management services.

RRSP Tax Savings on Retirement Funds Securing your future with mutual funds, RRSPs, pensions and portfolio management services. Did you know that a Fortress Registered Retirement Savings Plan (RRSP) can

Retirement Balanced Fund

SUMMARY PROSPECTUS TRRIX October 1, 2015 T. Rowe Price Retirement Balanced Fund A fund designed for retired investors seeking capital growth and income through investments in a combination of T. Rowe Price

Short and Simple Guide to Bonds

Short and Simple Guide to Bonds Paul Puckett Introduction The purpose of The Short and Simple Guide to Bonds is to provide investors with the basic information they need to understand bonds, the purpose

Advantages and disadvantages of investing in the Stock Market

Advantages and disadvantages of investing in the Stock Market There are many benefits to investing in shares and we will explore how this common form of investment can be an effective way to make money.

Important Information about your Annuity Investment

Robert W. Baird & Co. Incorporated Important Information about your Annuity Investment What is an Annuity Contract? An annuity is a contract between you and an insurance company, under which you make a

1. An IRA with a bank with the funds deposited in a variable-rate account.

Unit 11 Cases. Case 1. Goals and Portfolio Selection (P.891) Vanessa Avoletta is a very successful self-employed freelance writer of romantic novels. She has a reputation for writing rapidly and is able

SEP-IRA PLAN. Employee Guidebook. Welcome Building retirement savings Convenient way to invest Get started Open your account.

SEP-IRA PLAN Contents Employee Guidebook WELCOME. We know your retirement savings will be one of your most valuable assets, so we are committed to managing risk and taking a long-term approach to investing.

A) 1.8% B) 1.9% C) 2.0% D) 2.1% E) 2.2%

1 Exam FM Questions Practice Exam 1 1. Consider the following yield curve: Year Spot Rate 1 5.5% 2 5.0% 3 5.0% 4 4.5% 5 4.0% Find the four year forward rate. A) 1.8% B) 1.9% C) 2.0% D) 2.1% E) 2.2% 2.

11 Option. Payoffs and Option Strategies. Answers to Questions and Problems

11 Option Payoffs and Option Strategies Answers to Questions and Problems 1. Consider a call option with an exercise price of $80 and a cost of $5. Graph the profits and losses at expiration for various

Mutual Fund Investing Exam Study Guide

Mutual Fund Investing Exam Study Guide This document contains the questions that will be included in the final exam, in the order that they will be asked. When you have studied the course materials, reviewed

Financial Planning Basics Financial Planning Fundamentals

Financial Planning Basics Financial Planning Fundamentals An Overview of the Financial Planning Process The Ground to Cover Setting goals Budgeting Emergency fund Insurance Using credit Investing Tax planning

Cash Flow and Asset Analysis

Jim and Sally Sample for: Jim and Sally Sample 04/21/2015 $1,600,000 Assets + Estimated Entry Fee Refund $1,200,000 $800,000 $400,000 $0 1 2 3 4 5 6 7 8 9 10 11 Total assets at the end of each year Estimated

Chapter 16. Debentures: An Introduction. Non-current Liabilities. Horngren, Best, Fraser, Willett: Accounting 6e 2010 Pearson Australia.

PowerPoint to accompany Non-current Liabilities Chapter 16 Learning Objectives 1. Account for debentures payable transactions 2. Measure interest expense by the straight line interest method 3. Account

Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets

Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets Provided to you by: H. Howard Rigg CFS,CRPS,RFC,CASL Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets Written

The 50% Indicator Investment Security Analysis. Robert Ruggirello, CFA

November 11, 2015 The 50% Indicator Investment Security Analysis Robert Ruggirello, CFA Introduction: The 50% Indicator is an investment opportunity available to some NYC Employees. There has been some

Why is Life Insurance a Popular Funding Vehicle for Nonqualified Retirement Plans?

Why is Life Insurance a Popular Funding Vehicle for Nonqualified Retirement Plans? By Peter N. Katz, JD, CLU ChFC This article is a sophisticated analysis about the funding of nonqualified retirement plans.

Making Retirement Assets Last a Lifetime PART 1

Making Retirement Assets Last a Lifetime PART 1 The importance of a solid exit strategy During the working years, accumulating assets for retirement is one of the primary goals of the investing population.

Reliance Dual Advantage Fixed Tenure Fund IV Plan C

Reliance Dual Advantage Fixed Tenure Fund IV Plan C (A Close Ended Hybrid Scheme) NFO Opens: 17 th September 2013 NFO Closes: 30 th September 2013 NFO Price: Rs.10 Per Unit Reliance Dual Advantage Fixed

Variable Annuities. Introduction. Settlement Options. Methods of Buying Annuities. Tracking Separate Accounts. Suitability. Tax Deferred Annuities

Variable Annuities Introduction Settlement Options Methods of Buying Annuities Tracking Separate Accounts Suitability Tax Deferred Annuities Using this study guide. This study guide is intended for use

TIAA TRADITIONAL ANNUITY PRODUCT COMPARISON NOVEMBER 2008

TIAA TRADITIONAL ANNUITY PRODUCT COMPARISON NOVEMBER 2008 PRODUCT OBJECTIVE To provide safety of principal, stability, guaranteed minimum interest crediting rates, plus the potential for additional amounts

STATEMENT OF CASH FLOWS AND WORKING CAPITAL ANALYSIS

C H A P T E R 1 0 STATEMENT OF CASH FLOWS AND WORKING CAPITAL ANALYSIS I N T R O D U C T I O N Historically, profit-oriented businesses have used the accrual basis of accounting in which the income statement,

Mapping of Syllabus CFP CM Certification Program. Critical Abilities mapped to Exam Specification

Mapping of Syllabus CFP CM Certification Program Critical Abilities mapped to Exam Specification Education Standards of CFP Certification Program The body of knowledge to cover learning outcomes in the

DERIVATIVES Presented by Sade Odunaiya Partner, Risk Management Alliance Consulting DERIVATIVES Introduction Forward Rate Agreements FRA Swaps Futures Options Summary INTRODUCTION Financial Market Participants

Among the most important investment

Employee Costs and Risks in 401(k) Plans The rapid growth of employer-sponsored 401(k) plans has been facilitated, in part, by the many advantages offered to participants. However, employees also may encounter

Illinois Corporate Franchise Tax. Department of Revenue 3-21-2014 House Joint Committee of Revenue and Finance and State Government

Illinois Corporate Franchise Tax Department of Revenue 3-21-2014 House Joint Committee of Revenue and Finance and State Government Objectives Provide committee members with some basic accounting framework

Creating Tax Alpha B & F Financial Analytics, Inc.

This presentation is not intended to provide legal or tax advice. Consult with your legal and tax professional To determine how the concepts presented apply in your Situation. Creating Tax Alpha B & F

Unit Investment Trusts

a guide to Unit Investment Trusts A unit investment trust (UIT) is a registered investment company that buys and holds a generally fixed portfolio of stocks, bonds, or other securities. Table of Contents

Nuveen Tactical Market Opportunities Fund

Nuveen Tactical Market Opportunities Fund Summary Prospectus January 29, 2016 Ticker: Class A NTMAX, Class C NTMCX, Class I FGTYX This summary prospectus is designed to provide investors with key Fund

Chapter 1 The Investment Setting

Chapter 1 he Investment Setting rue/false Questions F 1. In an efficient and informed capital market environment, those investments with the greatest return tend to have the greatest risk. Answer: rue

Session IX: Lecturer: Dr. Jose Olmo. Module: Economics of Financial Markets. MSc. Financial Economics

Session IX: Stock Options: Properties, Mechanics and Valuation Lecturer: Dr. Jose Olmo Module: Economics of Financial Markets MSc. Financial Economics Department of Economics, City University, London Stock

The MassMutual Single Premium Immediate Annuity (SPIA) Synergy Study

A Research Report for Individuals The MassMutual Single Premium Immediate Annuity (SPIA) Synergy Study New Planning Approaches and Strategies for the Retirement Income Challenge A Research Report August

november 2013 Three Simple investment options for ShorTerm

november 2013 Three Simple investment options for ShorTerm short term investing contents Three simple investment options... 2 Matching funds to needs... 6 Liquid funds... 8 Fixed maturity plans... 18

Introduction. Part IV: Option Fundamentals. Derivatives & Risk Management. The Nature of Derivatives. Definitions. Options. Main themes Options

Derivatives & Risk Management Main themes Options option pricing (microstructure & investments) hedging & real options (corporate) This & next weeks lectures Introduction Part IV: Option Fundamentals»

Bonds, Preferred Stock, and Common Stock

Bonds, Preferred Stock, and Common Stock I. Bonds 1. An investor has a required rate of return of 4% on a 1-year discount bond with a $100 face value. What is the most the investor would pay for 2. An

Make an Informed Decision

Make an Informed Decision Comparing Your Annuity Options 1 155274CW 04/25/13 What s the Best Choice for You? Annuities are powerful tools that can help you achieve your financial retirement goals. The

Saving for Retirement. Your guide to getting on track.

Saving for Retirement Your guide to getting on track. 2 It s great that you re looking ahead and thinking about retirement now. A sound plan can make all the difference in reaching your future goals. This

Paving the way to a secure retirement: A model DC approach

Paving the way to a secure retirement: A model DC approach Life expectancy (age) 95 90 85 49% 73% 0 20 40 60 80 100% Probability at age 65 A couple at age 65 has an 89 percent chance of one of them living

CHAPTER 22: FUTURES MARKETS

CHAPTER 22: FUTURES MARKETS PROBLEM SETS 1. There is little hedging or speculative demand for cement futures, since cement prices are fairly stable and predictable. The trading activity necessary to support

Financial Markets and Institutions Abridged 10 th Edition

Financial Markets and Institutions Abridged 10 th Edition by Jeff Madura 1 23 Mutual Fund Operations Chapter Objectives provide a background on mutual funds describe the various types of stock and bond

Guide to mutual fund investing. Start with the basics

Guide to mutual fund investing Start with the basics Pursue your financial goals Why do you invest? For a rainy day? A secure retirement? Funding a college tuition? Having a specific goal in mind will

A short note on American option prices

A short note on American option Filip Lindskog April 27, 2012 1 The set-up An American call option with strike price K written on some stock gives the holder the right to buy a share of the stock (exercise

Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets

Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets Provided to you by: William E. Watson III, RFC Registered Financial Consultant Six Strategies to Help Retirees Reduce Taxes and Preserve

WSU Retirement Plan. Roles and Responsibilities

WSU Retirement Plan Roles and Responsibilities Retirement Plans WSU Retirement Plan 3,628 PERS 1 126 WSTRS 1 9 LEOFF 2 19 PERS 2 1,698 PERS 3 724 FCSRS 30 FERS (1 1 87) 23 TOTAL 6,257 What is the Washington

FINANCIAL PLANNER METHODOLOGY

FINANCIAL PLANNER METHODOLOGY The MeDirect Planning Tools are online investment planning solutions that provide wealth forecasting and investment advice. Our Planning Tools offer you two investment planning

T. Rowe Price Target Retirement 2030 Fund Advisor Class

T. Rowe Price Target Retirement 2030 Fund Advisor Class Supplement to Summary Prospectus Dated October 1, 2015 Effective February 1, 2016, the T. Rowe Price Mid-Cap Index Fund and the T. Rowe Price Small-Cap

>Most investors spend the majority of their time thinking and planning

Generating Retirement Income using a Systematic Withdrawal Plan SPECIAL REPORT >Most investors spend the majority of their time thinking and planning around how best to save for retirement. But once you

Excerpts from IRI Annuity Fact Book Variable Annuity 101 An annuity is often viewed as life insurance in reverse. Whereas life insurance protects an individual against premature death, an annuity protects

Click Here to Buy the Tutorial

FIN 534 Week 4 Quiz 3 (Str) Click Here to Buy the Tutorial http://www.tutorialoutlet.com/fin-534/fin-534-week-4-quiz-3- str/ For more course tutorials visit www.tutorialoutlet.com Which of the following

Simplified Prospectus

Simplified Prospectus April 3, 2014 BMO Security Funds BMO Money Market Fund (series A, F, I, Advisor Series and Premium Series) BMO Income Funds BMO Bond Fund (series A, F, D, I, NBA, NBF and Advisor

M.I.T. Spring 1999 Sloan School of Management 15.415. First Half Summary

M.I.T. Spring 1999 Sloan School of Management 15.415 First Half Summary Present Values Basic Idea: We should discount future cash flows. The appropriate discount rate is the opportunity cost of capital.

Understanding How We Are Compensated for Financial Services

At Edward Jones, our approach to financial services is different. By living and working in your community, our financial advisors can meet with you personally to discuss investment strategies to help achieve

Attempting to Protect the Value Accumulated in a GRAT

INSIGHTS Attempting to Protect the Value Accumulated in a GRAT The primary goal of a GRAT is the ability to allow assets to potentially increase in value, then have the appreciated amounts pass on to beneficiaries

LIFE ASSURANCE BUSINESS - REVENUE ACCOUNT FORM 1. Ark Life Assurance Company Limited. Reporting Institution: Written In Ireland - Irish Risk

LIFE ASSURANCE BUSINESS - REVENUE ACCOUNT FORM 1 Written In Ireland - Irish Risk Items to be shown net of reinsurance ceded Premiums receivable (less rebates and refunds) 1 114,030 Investment income receivable

Lending Solutions. Leverage-based products to complement investment strategies. Your Business Without Limits

Lending Solutions Leverage-based products to complement investment strategies Your Business Without Limits Let Pershing Help You Set Yourself Apart Your clients count on you to manage their assets. But

Planning For Retirement:

June 2013 Planning For Retirement: THE IMPACT OF INTEREST RATES on retirement income The National Retirement Risk Index (NRRI) is published by the Center for Retirement Research (CRR) at Boston College,

2013 Fund Manager Report

2013 Fund Manager Report Prepared by: Axis Group, LLC NPrinting 13 Fund Manager: Amado Huff Asset Mix Class (Fund Manager) (Total Portfolio) Equity 0% 46% Fixed Income 57% 28% Alternatives 43% 24% Multi

Generate More Efficient Income and a Stronger Portfolio

Generate More Efficient Income and a Stronger Portfolio All examples shown are hypothetical and for illustrative purposes only and do not represent the performance of an actual investment. Past performance

Study of Retirement Income Account Allocations Among Equities, Bonds and Fixed Income Annuities

Study of Retirement Income Account Allocations Among Equities, Bonds and Fixed Income Annuities January 1, 1980 through December 31, 2006 November 2007 Retirement Income Income Management Strategies Division

Variable annuities. A tax-advantaged way to save for retirement

Variable annuities A tax-advantaged way to save for retirement Common terms Annuitant The person (may be the same as the contract owner) whose life expectancy is used to calculate the income payment amount

In addition, please note that Customer Identification Program notice 19577 must be provided to the customer at the point of sale.

October 21, 2014 Athene Annuity (DE) Annuities issued by Athene Annuity & Life Assurance Company, Wilmington, DE New application process: Use of Annuity Suitability Questionnaire and Disclosure, Comparison

Goals: What are you saving your money for college, a car, retirement? Decide what you want and how much you will need for each item.

Mr. Kaufman Investing Notes: You want to invest in order to create wealth. Are you guaranteed to be wealthy if you invest? NO! However, if you do not save money and invest it then there is no chance for

Money At Work 1: Foundations of investing

It s not about how much money you earn. It s about how much you save and invest. November 12, 2015 A TIAA-CREF Financial Essentials Workshop Bill Thorne TIAA-CREF Money At Work 1: Foundations of investing

Wealth and Taxes: Planning for 2014

NOVEMBER 2013 Wealth and Taxes: Planning for 2014 2013 YEAR-END TAX PLANNING GUIDE TABLE OF CONTENTS On January 1, 2013, Congress passed the American Taxpayer Relief Act (ATRA), which addressed the scheduled

How to read your Brokerage Account Statement

How to read your Brokerage Account Statement Introduction Your brokerage account statement provides you with a concise, comprehensive picture of your financial status. At a glance, you can easily track

MISSISSIPPI ORP. Net. Gross Fund. Fund. Fund. Inception. Stability of Principal

P E R F O R M A N C E U P D A T E MISSISSIPPI ORP Average Annual Total Returns as of: 01/31/2016 (shown in percentages) Mutual funds offered through a retirement plan are investments designed for retirement

WEST PALM BEACH RESTATED EMPLOYEES' DEFINED BENEFIT RETIREMENT SYSTEM FINANCIAL STATEMENTS SEPTEMBER 30, 2014 AND 2013

WEST PALM BEACH RESTATED EMPLOYEES' FINANCIAL STATEMENTS SEPTEMBER 30, 2014 AND 2013 WEST PALM BEACH RESTATED EMPLOYEES FINANCIAL STATEMENTS SEPTEMBER 30, 2014 AND 2013 TABLE OF CONTENTS Page No. INDEPENDENT

Five Simple Steps to a Retirement Plan

Retirement Five Simple Steps to a Retirement Plan Not FDIC Insured May Lose Value Not Bank Guaranteed OppenheimerFunds Five Simple Steps to a Retirement Plan Take a few minutes now and you ll be thankful

Investment Basics and Vehicles

A WorkLife4You Guide Investment Basics and Vehicles Whether you are planning for retirement, your child s education, or you d like to make some investments in the market, there are some investment basics

Allianz Family of Funds

00107880 Allianz Family of Funds 2013 Mutual Fund Tax Guide Allianz Family of Funds 2013 Mutual Fund Tax Guide Dear Shareholder: Dear Shareholder: This guide contains general tax information regarding

Retirement and Estate Planning

6P A R T Retirement and Estate Planning Should you invest in a retirement plan? Chapter 19 Retirement Planning Chapter 20 Estate Planning How much should you contribute to your retirement plan? How should

Overview of Your TIAA-CREF Investment Solutions SM Accounts

Overview of Your TIAA-CREF Investment Solutions SM Accounts TIAA-CREF Investment Solutions SM now offers you nine mutual funds in addition to our fixed and variable annuity accounts. TIAA-CREF Investment

Annuities. Introduction 2. What is an Annuity?... 2. How do they work?... 3. Types of Annuities... 4. Fixed vs. Variable annuities...

An Insider s Guide to Annuities Whatever your picture of retirement, the best way to get there and enjoy it once you ve arrived is with a focused, thoughtful plan. Introduction 2 What is an Annuity?...

Chaper 3 -- Analyzing Suitability

Chaper 3 -- Analyzing Suitability Multiple Choice Identify the choice that best completes the statement or answers the question. When you have answered all of the questions, click the Check Your Work button

Swarthmore College. Changes to the 403(b) Retirement Plan. One Hundred Northfield Drive, Windsor, CT 06095 Toll Free: 866.466.9412 www.fiallc.

Changes to the 403(b) Retirement Plan One Hundred Northfield Drive, Windsor, CT 06095 Toll Free: 866.466.9412 www.fiallc.com This presentation is provided for informational purposes only. It does not and

Investment Objective. Expense Example

The Gabelli ABC Fund A series of Gabelli Investor Funds, Inc. SUMMARY PROSPECTUS April 29, 2016 Class AAA (GABCX), Advisor Class (GADVX) Before you invest, you may want to review the Fund s Prospectus

Sample Investment Policy. Introduction

Sample Investment Policy Introduction This statement of investment policy was adopted by the Board of Directors of Organization Name on Date, to provide for the creation of, and guidelines for the management

Saving and Investing. Being an educated investor will help enable you to become financially sound. Chapters 30 and 31

Saving and Investing Being an educated investor will help enable you to become financially sound Chapters 30 and 31 Essential Questions How do you know when to save and when to invest? What are some reasons

Investment Education Series

Investment Education Series Types of Investment Funds Introduction Investment fund basically refers to a pool of funds, but our focus in this edition of GTBAM education series is to highlight the features,

Preference Shares Presenter Date

1 Preference Shares Presenter Date Contents What is a preference share? Benefits of investing in preference shares Types of preference shares Who should invest in preference shares? Difference between

J.P. MORGAN SPECIALTY FUNDS. JPMorgan U.S. Real Estate Fund (All Share Classes) (a series of JPMorgan Trust II)

J.P. MORGAN SPECIALTY FUNDS JPMorgan U.S. Real Estate Fund (All Share Classes) (a series of JPMorgan Trust II) Supplement dated November 12, 2013 to the Prospectus and Summary Prospectus dated May 1, 2013,

Obligation-based Asset Allocation for Public Pension Plans

Obligation-based Asset Allocation for Public Pension Plans Market Commentary July 2015 PUBLIC PENSION PLANS HAVE a single objective to provide income for a secure retirement for their members. Once the

Market and Exercise Price Relationships. Option Terminology. Options Trading. CHAPTER 15 Options Markets 15.1 THE OPTION CONTRACT

CHAPTER 15 Options Markets 15.1 THE OPTION CONTRACT Option Terminology Buy - Long Sell - Short Call the right to buy Put the the right to sell Key Elements Exercise or Strike Price Premium or Price of

INVESTING IN HUMAN PROGRESS WHY DIVIDENDS MATTER. by Dr. Ian Mortimer and Matthew Page, CFA Fund Co-managers

TM INVESTING IN HUMAN PROGRESS WHY DIVIDENDS MATTER by Dr. Ian Mortimer and Matthew Page, CFA Fund Co-managers I N V E S T M E N T R E S E A R C H S E R I E S I N T R O D U C T I O N Investors seem to

TIAA-CREF Life Insurance Company. Single Premium Immediate Annuities. Step closer to meeting your lifetime income needs.

TIAA-CREF Life Insurance Company Single Premium Immediate Annuities Step closer to meeting your lifetime income needs. Securing a lifetime of retirement income TIAA-CREF: Financial services More than 90