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.
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Information vs. instinct. Are your choices based on evidence of emotion?
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding how a stock works is key to understanding your investments.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Savvy investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
When markets shift, experienced investors stick to their strategy.
What are your options for investing in emerging markets?