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?”
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.