Resource Library - Investment Resources

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Investment choices

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Comparison of Specialty Funds

Specialty funds invest primarily in the securities of a particular industry, sector, type of security or geographic region.


Comparison of International Stock Funds

International stock funds invest in stocks and bonds of companies outside of the U.S.


Comparison of Small-Cap Stock Funds

Small-cap stock funds invest in companies with a market capitalization typically of more than $300 and less than $2 billion.


Comparison of Mid-Cap Stock Funds

Mid-cap stock funds invest in companies with a market capitalization typically of more than $2 billion and less than $10 billion.


Comparison of Large-Cap Stock Funds

Large-cap stock funds invest in companies with a market capitalization typically of greater than $10 billion.


Comparison of Lifecycle Funds

Lifecycle funds are highly diversified mutual funds designed to remain appropriate for investors in terms of risk throughout a variety of life circumstances.


Choosing your investments

The Guaranteed Investment through Member Benefits and 15 mutual funds provide low-cost investment opportunities to build diversified portfolio.


What's your investment style?

At its most basic, how you decide to invest should be based on what kind of investor you are—your style—so you can make choices that are right for you.


National Retirement Security Week - October 15-21, 2017

If you're not saving for retirement, now is a great time to learn more and get started. Member Benefits can help.


Protecting a legacy

With $2.4 billion in member assets, the Guaranteed Investment is kind of a big deal.


Interested in non-retirement investment accounts?

Before moving forward, we need to gauge the level of need of our members.


Investment spotlight: Mutual Funds 101

Knowing how to secure your financial well-being is one of the most important things you’ll ever need to do in life. You don’t have to be a genius to do it.


Mutual Funds 101: One-decision investing, two options

Learn more about Model Portfolios and Target Retirement Funds.


Mutual Funds 101: What's next?

Apply what you’ve learned from "Investment Spotlight: Mutual Funds 101" to start investing in your future or evaluate your current investments.


Investment fund comparisons

Creating a diversified investment portfolio (that includes stocks) may boost your long-term returns and pad your nest egg. Evaluate the mutual funds available in our 403(b) and IRA programs by comparing funds in each fund category.


Fees matter

Fees reduce your 403(b) savings. Many providers charge M&E, commission/loads, surrender fees, and many others. Learn which fees to watch for.


Retirement account comparison

What's the difference between the retirement savings account options available to you? See this comparison chart for specifics. WEA Member Benefits.


Smart Money Move #2: Pay less, get more

The impact of fees over time on your IRA or 403(b) account can significantly reduce your nest egg, and not all providers charge the same fees.


Member Benefits’ investment options quick reference

How you decide to invest should be based on what kind of investor you are. Once you know your investor style and understand your risk tolerance, you can make more informed choices about your specific investments. Read on for a quick summary of our investment options.


Exciting mutual fund changes

Member Benefits has made some changes to our fund line-up. Why? The bottom line: It will save you, our members, money.


Resources for National Retirement Security Week

As we wrap up National Retirement Security week, we want to remind you that Member Benefits has many tools and resources to help you learn more about retirement saving.


Target Retirement Funds

Target Retirement Funds are meant to identify and maintain an age-appropriate asset allocation throughout your investing years. WEA Member Benfits


Build your financial savvy [INFOGRAPHIC]

If you want to improve your financial savvy, it pays to have the right tools for the right job. Member Benefits has a number of free financial tools and resources to help you build up your financial knowledge.


Retirement

Nationally recognized 403(b) and IRA programs provide Wisconsin public school employees with a low-cost retirement savings option. WEA Member Benefits.


Financial Planning Services

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.



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