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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?