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.
How do the markets usually react to elections? Was the 2016 election any different?
Getting what you want out of your money may require the right game plan.
Why have the markets been so volatile recently?
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This worksheet can help you estimate the costs of a four-year college program.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
When markets shift, experienced investors stick to their strategy.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like old receipts in a junk drawer.