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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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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?”
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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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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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Emerging Market Opportunities
What are your options for investing in emerging markets?