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.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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Gaining a better understanding of municipal bonds makes more sense than ever.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This worksheet can help you estimate the costs of a four-year college program.
Information vs. instinct. Are your choices based on evidence of emotion?
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
You’ve made investments your whole life. Work with us to help make the most of them.
How will you weather the ups and downs of the business cycle?
There are thousands of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.
Learn about the difference between bulls and bears—markets, that is!
In the world of finance, the effects of the "confidence gap" can be especially apparent.