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.
All about how missing the best market days (or the worst!) might affect your portfolio.
Getting what you want out of your money may require the right game plan.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Why have the markets been so volatile recently?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.