Investment Account Manager

03/31/2026

https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins/investorgov-tips-2026-investor-bulletin

As part of Financial Literacy Month, the SEC’s Office of Investor Education and Assistance is issuing this Investor Bulletin to highlight important information on Investor.gov to help you make informed investment decisions and avoid investment fraud. If you have questions, contact us through our o...

01/27/2026

Introduction to Investing
Many people just like you turn to the markets to help buy a home, send children to college, or build a retirement nest egg. But unlike the banking world, where deposits are guaranteed by federal deposit insurance, the value of stocks, bonds, and other securities fluctuates with market conditions. No one can guarantee that you’ll make money from your investments, and they may lose value.

The U.S. Securities and Exchange Commission enforces the laws on how investments are offered and sold to you. Protecting investors is an important part of our mission. We cannot tell you what investments to make, but this website provides unbiased information to help you evaluate your choices and protect yourself against fraud.

Many people just like you turn to the markets to help buy a home, send children to college, or build a retirement nest egg. But unlike the banking world, where deposits are guaranteed by federal deposit insurance, the value of stocks, bonds, and other securities fluctuates with market conditions.

01/09/2026

From retirement planning, to saving for education, to simply building a nest egg, individual investors may have a wide range of goals they hope to achieve. A concrete investment plan can help keep you on track – and increase your chances of achieving your goals.

From retirement planning, to saving for education, to simply building a nest egg, individual investors may have a wide range of goals they hope to achieve. A concrete investment plan can help keep you on track – and increase your chances of achieving your goals.

12/12/2025

This Investor Bulletin provides an overview of types of crypto asset custody and provides tips and questions to help you decide how to best hold crypto assets.

The SEC’s Office of Investor Education and Assistance is issuing this Investor Bulletin to help educate retail investors about the ways investors can hold crypto assets. This Investor Bulletin provides an overview of types of crypto asset custody and provides tips and questions to help you decide ...

12/01/2025

Is it time to rebalance your investment portfolio? It depends. Many investment professionals recommend rebalancing a portfolio regularly, typically every six to 12 months.

https://www.investor.gov/additional-resources/spotlight/directors-take/rebalancing-your-investment-portfolio

10/16/2025

As the close of 2025 quickly approaches, investors should start thinking ahead, reviewing and taking advantage of tax saving strategies. Here are three important tips that will help investors manage tax consequences, while helping to better manage their investment portfolio(s).

https://www.investmentaccountmanager.com/products/2025-year-end-tax-planning-tips/

09/12/2025

https://www.investor.gov/introduction-investing/general-resources/investor-preparedness-checklist

Are you prepared for your financial future? Use the checklist to get started. Start early! Go to Investor.gov for free tools and information about investing.

08/06/2025

https://www.investmentaccountmanager.com/products/unified-investment-account-management-2/

Investors commonly have multiple investment accounts. For instance, IRAs, taxable, spousal, and educational portfolios are frequently held as separate accounts by the same owners. Good portfolio management requires identifying the investment strategy for each investment account. Decisions regarding....

07/16/2025

https://www.investor.gov/free-financial-planning-tools

Several useful tools provided by the U.S. Securities and Exchange Commission...

Required Minimum Distribution Calculator Determine how much you are required by IRS regulations to withdraw from your retirement fund at various ages. Go To Calculator

04/15/2025

https://www.investmentaccountmanager.com/products/avoiding-investing-pitfalls/

Even the most experienced of investors, including professional advisors, occasionally overlook the fundamentals of investing, often resulting in negative consequences for their portfolios, and investing clients. For less experienced investors, the challenges to avoid these same factors can be even m...

03/11/2025

https://www.investmentaccountmanager.com/products/2025-understand-and-manage-your-risk-tolerance/

Make 2025 the year you learn to understand and manage your risk tolerance.

The beginning of a new year is an ideal time to evaluate your investment portfolio. Make time to first review your long-term goals, which can be anything from finally tackling debt or building your emergency fund to stashing away money for retirement...

02/01/2025

What’s the key to making good investment choices? It isn’t necessary to understand the inner workings of the securities markets or the mathematical economies underlying investment theory. Instead, 10 axioms of effective investing provide the critical cornerstone for guiding investment philosophy and making decisions.

Investment Account Manager posts blogs that help you better understand how to manage your money.