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.

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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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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 Street, the stock market has a long and storied history.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

When Markets React

When markets shift, experienced investors stick to their strategy.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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