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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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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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.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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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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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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