Year-End Financial Planning


Mutual fund

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The end of the year brings with it many activities—holiday shopping, gatherings with family and friends, and planning for the year ahead. Part of that planning should involve the not-insignificant matter of getting one’s financial house in order.

From evaluating a portfolio, to choosing a 529 college savings plan, to looking for ways to reduce taxes, the LVCCLD – Virtual Library can help.

For instance, Morningstar Investment Research Center, an online database in our collection designed specifically for individual investors, includes research on more than 35,000 stocks, mutual funds, and exchange-traded funds. The database also allows you to build and test a portfolio and take interactive workshops and classes to sharpen your investing skills.

Morningstar Investment Research Center, is just one example of how the Virtual Library`s databases can help you secure your future. Stop by the Virtual Library anytime, we are open 24/7 and get on the road to financial security. You will need a valid LVCCLD  library card and PIN to gain access to the most current stock and fund information from home or office.


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