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 You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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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.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
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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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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.