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.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
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.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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