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.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Pullbacks, Corrections, and Bear Markets
Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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.
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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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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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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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.
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?”
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?