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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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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.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.