Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Markets React
When markets shift, experienced investors stick to their strategy.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.