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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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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.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?