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.
When Markets React
When markets shift, experienced investors stick to their strategy.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The Pros and Cons of a NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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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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.
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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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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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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
When Markets React
When markets shift, experienced investors stick to their strategy.
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.
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?”
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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