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.
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This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A good professional provides important guidance and insight through the years.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When the market experiences volatility, it may be a good time to review these common terms.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How will you weather the ups and downs of the business cycle?
There are thousands of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.
When markets shift, experienced investors stick to their strategy.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.