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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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
College Savings
See how much you may need to save now to cover future college costs for your child.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?