Investment Education Center

Tips for Transitioning from a Bull to a Bear Market

An investing emergency guide.

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Patience Is a Virtue, Especially in Times of Volatility

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Important Investment Horizon Considerations

There’s always a discussion about the pros and cons of long-term investing, but have you considered a short-term approach?

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Which Type of Investor Are You?

Take the first step in investment planning by discovering which type of investor you are.

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529 Plans: Time to Get Educated

529 Plans: Time to Get Educated

529 myth: “If my child doesn't go to college, I'll lose the money.” Read on to get the facts.

Investing 101 | Investing Basics

Investing 101 | Investing Basics

It's never too soon to start thinking about investing. Investing means putting your money to work earning more money. Done wisely, it can help you meet your financial goals. Click to read more.

Quick Financial Checkup

Quick Financial Checkup

It just takes five minutes to see what you're doing right with your money . . . and what needs work. Answer a few simple questions and get an action plan with next steps for where to consider putting your next dollar.

Know the Basics -- Glossary of Financial Terms

Know the Basics -- Glossary of Financial Terms

When reading about financial products, you may encounter financial terminology and acronyms that you aren›t familiar with. We›re providing these definitions for informational and educational purposes. Click to learn.

Global Fixed Income Compass

Global Fixed Income Compass

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead. Watch Now:

College Savings: How and When to Save

College Savings: How and When to Save

Are you saving enough for your child's education? Check with Columbia Threadneedle's simple calculators.

Quiz | What Type of Investor Are You?

Quiz | What Type of Investor Are You?

Value investors search for undervalued stocks while growth investors seek to maximize their capital gains through fast-growing companies. Which style do you fit more — value or growth? Take this #quiz to find out!

Why Invest in Actively Managed Mutual Funds?

Why Invest in Actively Managed Mutual Funds?

Charles Schwab walks you through three reasons why actively managed mutual funds might help your portfolio. Click to learn.