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.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
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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?”
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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