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.
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.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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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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When Markets React
When markets shift, experienced investors stick to their strategy.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.