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.
When markets shift, experienced investors stick to their strategy.
Getting what you want out of your money may require the right game plan.
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?”
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It's important to understand how inflation is reported and how it can affect investments.
Understanding how a stock works is key to understanding your investments.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Bonds may outperform stocks one year only to have stocks rebound the next.
Earnings season can move markets. What is it and why is it important?
This worksheet can help you estimate the costs of a four-year college program.
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.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
With alternative investments, it’s critical to sort through the complexity.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.