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.

 
 
 
What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

4 Reasons for the Return of Market Volatility

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

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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.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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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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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

When Markets React

When markets shift, experienced investors stick to their strategy.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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.

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