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.
The Junk Drawer Approach to Investing
It’s easy to let investments accumulate like old receipts in a junk drawer.
Featured Presentation 5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Have A Question About This Topic?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Articles
Calculators
Presentations
Videos
Articles
The Business Cycle
Understanding the economy’s cycles can help put current business conditions in better perspective.The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”View all articles
Calculators
Saving for College
This calculator can help you estimate how much you should be saving for college.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.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.Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.View all articles
Presentations
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 objectivesView all articles
Videos