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.
Smart investors take the time to separate emotion from fact.
There are some key concepts to understand when investing for retirement.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
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 question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
With alternative investments, it’s critical to sort through the complexity.
What if instead of buying that vacation home, you invested the money?
What are your options for investing in emerging markets?
Are Real Estate Investment Trusts right for your portfolio?