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DIY 403(b) and 401(k) Portfolio Management Guide

Simplify your 403(b) investment choices. Download our beginner-friendly guide covering stocks, bonds, and strategies designed specifically for university employees.

If investing feels confusing, you're not alone. Our Investing 101 guide explains the fundamentals of investing clearly, making it easy for university employees to understand retirement savings options. Discover how simple it can be to build a solid foundation for your financial future.

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The University offers a robust investment platform to help you meet your retirement goals. However, there are a lot of options and many

can be overwhelming. Learn investing basics for university employees

 

With this Free Guide, you'll easily learn: 

✔️ What investing really means and how to start confidently  

✔️ The difference between stocks, bonds, and mutual funds explained.  

✔️ How to choose investments in your 403(b) or 401(a) plan  

✔️ Practical strategies to manage risk and reward  

✔️ Common investment pitfalls and how to avoid them​

✔️ How your University Retirement Plan works

✔️ What Alternatives can add to your portfolio

✔️ Plus more!

Investing 101: Retirement Investing Basics for University Employees
 

Provizr, LLC is a registered investment adviser in the State of Michigan and separate entity from Fidelity & TIAA. The advisers may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Provizr free downloadable guides are designed with University employees in mind.  These free guides will help you better understand your university retirement TIAA and Fidelity 403b accounts, and how to set up your investment portfolios to help reach your retirement goals.  Our guides are designed to help  everyone from university employees who want questions answered about their Fidelity or TIAA retirement account investment portfolios, to those university employees who want to try a do it yourself system of setting up their own retirement investment portfolios.  Our newest guide, Investing 101 for University Employees, was developed specifically to help out University of Michigan employees with their TIAA and Fidelity 403b retirement investment accounts.  If you have any questions feel free to reach out to us in the contact section, or stop by - We are local to Ann Arbor, Michigan but can help University of Michigan Employees anywhere across the country! 

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˙© 2023 Provizr, LLC

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