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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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?”
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.