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.

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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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