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AARP Financial Principles of Investing
AARP Funds have been designed with five time-tested investment principles in mind. These principles guide our investment philosophy and provide a clear framework for managing our funds.
Find out more about each of these five principles by
clicking on a link below:
- Look for low fees and expenses
- Use index funds
- Diversify your investments
- Rebalance to stay on track
- Focus on simple choices
These articles are not meant to be a financial plan. A financial plan generally addresses a wide spectrum of financial needs including insurance, savings, investments, tax and estate planning.
While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself, and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is a registered investment adviser and a subsidiary of AARP.
AARP Funds are advised by AARP Financial Inc. and distributed by ALPS DIstributors, Inc. a registered broker/dealer.
AARP Financial Inc. is not affiliated with ALPS Distributors Inc.