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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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.