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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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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