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 if instead of buying that vacation home, you invested the money?
Getting what you want out of your money may require the right game plan.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Bonds may outperform stocks one year only to have stocks rebound the next.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?
How do the markets usually react to elections? Was the 2016 election any different?
It's easy to let investments accumulate like old receipts in a junk drawer.
Here is a quick history of the Federal Reserve and an overview of what it does.