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 Strategies
Getting what you want out of your money may require the right game plan.
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The Pros and Cons of a NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
An amusing and whimsical look at behavioral finance best practices for investors.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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