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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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