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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
When Markets React
When markets shift, experienced investors stick to their strategy.
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?”
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