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Investment Topics

In this section, we've listed specific segments about investing that we think you'll find interesting, informative, and helpful. To listen, click the name of the item that interests you. These files require Adobe® Flash®. If you can't hear them, please download the latest player from Adobe.com. You can find more information at the bottom of this page.

1035 exchange, 9.18.2004

12b-1 Fee, 11.15.2003

529 Plans, 10.26.2002

Actively Managed 401(k), 1.24.2004

Advisor Compensation, 7.31.2004

Age of Liquidity, 8.16.2003

Alpha, 6.17.2006

Annuities Versus Mutual Funds, 4.24.2004

Auction Rate Securities, 4.19.2008

Basic Investment Philosophy, 6.26.2004

Big Mutual Funds, 7.9.2005

Buying Low, 1.6.2007

Cap Size, 6.5.2004

Capital Gains, 2.4.2006

CD Ladder, 12.10.2005

Changing Advisors, 5.31.2003

Charitable Annuity, 6.17.2006

Charitable Foundations, 7.26.2003

Charitable Remainder Trust, 6.17.2006

Closed-end Funds, 4.12.2003

Core Values and Philosophy, 3.6.2004

Deferred Compensation, 9.18.2004

Equity Index Annuities, 12.6.2003

ETFs vs Traditional Mutual Funds, 12.1.2007

Exchange Traded Funds (ETFs), 5.3.2003

Financial Engines, 2.12.2005

First Command Financial Planning, 8.16.2003

First Command Update, 10.16.2004

First Command Update, Part II, 12.18.2004

Ginnie Mae and Fannie Mae, 4.5.2003

Growth Funds, 5.10.2008

Guaranteed Return Mutual Funds, 1.10.2004

Hedge Funds, 7.30.2005

Index Funds Vs Managed Funds, 10.8.2005

Index Linked Notes, 3.18.2006

Interest Rates and the Federal Reserve, 12.15.2007

IRA Rollover, 5.3.2003

IRS Revenue Ruling 90-24, 6.18.2005

Large Cap, 5.10.2008

Load Funds and Management Fees, 4.19.2003

Long Term Moderate Risk, 5.17.2003

Managed Accounts, 4.3.2004

Managed Funds Vs Index Funds, 10.8.2005

Market Bottom, 3.22.2008

Medical Savings Accounts, 4.10.2004

Mid Cap, 5.10.2008

Morningstar Ratings, 7.12.2003

Mutual Fund Store versus Show, 3.20.2004

Payoff Mortgage Early or Invest?, 4.24.2004

Redemption Strategy for Income, 5.17.2003

Rollover Options, 10.8.2005

S&P 500, 5.15.2004

Schwab Internal Review, 11.15.2003

Selecting 401(k) Provider, 4.16.2005

Selecting an Advisor, 7.31.2004

Share Classes, 5.17.2003

Small Cap, 5.10.2008

Starting Your Own Mutual Fund, 6.21.2003

Stock Investing, 4.5.2003

Strategic Allocation Funds, 5.17.2003

Structured Settlement, 12.6.2003

Survivorship Bias, 7.15.2006

Thrift Savings Plan, 5.17.2003

Too Good to be True, 6.21.2003

Uniform Gift to Minors, 7.17.2004

Unit Investment Trust, 6.3.2006

Value Funds, 5.10.2008

Variable Annuities, 4.5.2003

Variable Annuities' Guaranteed Returns, 11.22.2003

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