Learning Center

Investing

Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors. It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

Flipbooks

Research Articles

  • 529 Plans

    529 plans are tax-advantaged college savings plans that generally allow people of any income level to contribute.

  • College Investment Options

    Starting to invest early for college and remaining consistent can help investors reach their goals.

  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Dollar-Cost Averaging

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Fixed vs. Variable Annuities

    Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

  • Mutual Funds vs. Stocks

    The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

  • Stock and Bond Investing Alternatives

    There are other ways to invest in stocks and bonds besides owning individual shares or bonds.

  • Stock Indexes

    Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck