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.
Have A Question About This Topic?
Three important factors when it comes to your financial life.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Information vs. instinct. Are your choices based on evidence of emotion?
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.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
An amusing and whimsical look at behavioral finance best practices for investors.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.