XYZ Company

 

Invest Wisely

As a retirement plan investor, you have a big responsibility. You must design and manage an investment portfolio that will allow you to meet your financial goals for retirement.

Although your employer helps you by offering a tax-advantaged opportunity to save, and perhaps by making matching and profit-sharing contributions to your account, you - and only you - are responsible for keeping your investment plan on track. To be successful, you need to learn as much as you can about the basics of investing for your future.

Understanding the basics will help you make better use of the powerful Strategy Builder utility included in the program.