Summary and Resources

• Executive Summary of Investment Lineup Changes

• FAQ

Guides

• Investment and Fund Transfers Guide

• Investment Guide

• Investment Guide Phase 2

• Investment Lineup

Handouts

• 7 Principles of Investing in a Volatile Market

• Asset class chart

• Determining your investment mix

• Foundations of Investing

• Getting started with mutual funds

• Impact of diversification

• Keeping your savings plan on track

• TIAA Brokerage Services Overview

Videos

• UVA Retirement and Savings Plans Update: Brief video with an overview of the changes and key dates

• Fidelity Brokeragelink®: View this workshop to learn if a Brokeragelink® account may be right for you

• Great investments for young people

• Prepare for later

• Rebalancing your portfolio

• What’s diversification?

• Why diversification matters

• What is a financial portfolio? How do I get one?

• What is a mutual fund?