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.

 
 
 
The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

The Rule of 72

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.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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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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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

When Markets React

When markets shift, experienced investors stick to their strategy.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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