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.

 
 
 
Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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 Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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