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The Nuts & Bolts of Your Investment Line-Up

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When it comes to finances, you can’t fake it till you make it. Understanding the principles of investing, as well as how they work together, can help set you up for success to reach your financial goals, even if you’re just getting started. A workplace retirement plan (like a 401(k)) is a great place to begin an investing strategy. By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance you will outlive your money. Choosing to participate is just one step in your investment management strategy. During our webinar, “The Nuts & Bolts of Your Investment Line-Up”, you will learn basic investing concepts to help make more informed choices toward building a better financial future, and be able to answer several common questions about investing such as:

  • What are the pros and cons of Pre-Tax versus After-Tax?
  • What is the benefit of diversification in your retirement plan?
  • What is considered investment risk and what is your own behavioral risk?
  • Are you saving enough?

For full citations and sources, please view the full webinar presentation. This content was recorded in August 2021. The thoughts and information provided regarding investments are those of Brian Kallback, M.A. M.S. CFP® CLU® QPA CTFA, Program Director, Financial Planning & Wealth Management Assistant Professor of Finance at Loras College, and are not advice from HTLF Retirement Plan Services.

Heartland Retirement Plan Services are offered through Dubuque Bank and Trust Company. Heartland Retirement Plan Services does not provide accounting, legal or tax advice. Products offered through Heartland Retirement Plan Services are not FDIC Insured, are not bank guaranteed and may lose value.