Investing for Every Life Stage
Did you set financial goals for this year? Are you still on track to meet those goals or do you already need to tweak your financial plan to achieve them? Whatever your position, these four tips can help you stay on track:
- Help reduce the effects of market risk. A well-diversified portfolio builds a solid financial plan since holding different assets could help reduce market risk. Remember that diversification doesn’t assure a profit or protect against loss. Learn more
- Automate savings.1 An automatic savings plan means you’ll NEVER forget to sock away money. A simple way is with our own Asset Builder Automatic Investment Plan. Get the details
- Consolidate your assets. Rollover your IRA. An IRA rollover provides an easy way for you to consolidate your retirement savings into one nest egg. Get more details on how to complete an OppenheimerFunds IRA rollover
- Work with a financial advisor. Investors that work with financial advisors may have a better chance to outperform the market. If you do not already have a financial advisor, learn how to find one. Financial advisors typically charge a fee for their services
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.
1. Systematic investing plans do not assure a profit or guarantee against loss in declining markets. Before investing, investors should evaluate their long-term financial ability to participate in such a plan.
2. Investments in 529 college savings plans are neither FDIC insured nor guaranteed and may lose some value. Some states offer favorable tax treatment to their residents only if they invest in the State’s own plan. You should consult a tax advisor.
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Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com, or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.
Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
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