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.
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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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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