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.
When Markets React
When markets shift, experienced investors stick to their strategy.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Emerging Market Opportunities
What are your options for investing in emerging markets?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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