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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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