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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
When Markets React
When markets shift, experienced investors stick to their strategy.
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.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.