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.
With alternative investments, it’s critical to sort through the complexity.
There are some key concepts to understand when investing for retirement.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Read this overview to learn how financial advisors are compensated.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
How do the markets usually react to elections? Was the 2016 election any different?
There are hundreds of ETFs available. Should you invest in them?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”