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 Business Cycle
How will you weather the ups and downs of the business cycle?
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.