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.
How do the markets usually react to elections? Was the 2016 election any different?
Getting what you want out of your money may require the right game plan.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
For some, the social impact of investing is just as important as the return, perhaps more important.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Gaining a better understanding of municipal bonds makes more sense than ever.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
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.
Understanding the cycle of investing may help you avoid easy pitfalls.