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.
With alternative investments, it’s critical to sort through the complexity.
Getting what you want out of your money may require the right game plan.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How do the markets usually react to elections? Was the 2016 election any different?
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.