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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Have A Question About This Topic?
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?"
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Personalize Your Wealth Strategy with Diverse Investments
Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
View all articles
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
View all calculators
When Markets React
When markets shift, experienced investors stick to their strategy.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
View all videos
-
Articles
-
Calculators
-
Videos