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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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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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.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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