Wachovia Investing Basics Guide

Whatever your future goals, you should consider how your current investing methods fit into those plans. At Wachovia, we can help you understand the fundamentals of investing—from beginning to end. We’ve even included helpful strategies for handling life events like college and retirement.

Getting Started

We understand that beginning to invest involves more than establishing goals. You'll need to prioritize your investment goals, assess your risk tolerance, and decide whether or not to work with a Financial Advisor. Each decision impacts how you will ultimately shape your portfolio.

What should I do to begin investing?

What should I do before making an investment decision?

How can I put "risk" in my favor?

What's the value of an advisor?

Investing Goals

Because our lives are complex, our investment strategies need to be flexible. We can help you plan for life's expected and unexpected events with products and services that help meet your goals.

How should I approach investing for college?

How should I approach saving for retirement?

Investment Choices

You need to know the difference between investment choices like stocks, bonds, and mutual funds in order create a well-designed portfolio. We can help choose the right accounts to manage your assets and provide you with the level of advice you need.

What's the difference between investment products?

What accounts will benefit me the most?

How can I manage my investments?

Portfolio Management

We can help you identify your investment style, develop a tailored plan, and structure your portfolio. You'll learn how to reduce the risk in your investments and make the most of the money you invest.

What should I consider when building a portfolio?

What are the strategies for investment success?

How can I protect myself from market volatility?

How do I understand and review my investments?

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Only deposit products are FDIC-insured.

Annuity products are offered through Wachovia Insurance Agency, Inc. a non-bank affiliate of Wachovia Corporation, and are underwritten by unaffiliated insurance companies.

Variable insurance products are also offered through Wachovia Securities, LLC, member NYSE/SIPC, a registered broker-dealer and a separate, non-bank affiliate of Wachovia Corporation.

Periodic investment plans do not assure a profit and do not protect against loss in declining markets. Since such a plan involves continuous investment in securities, investors should consider their financial ability to continue purchases through periods of low price levels.

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Investing Basics

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