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 sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Getting what you want out of your money may require the right game plan.
Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
A few strategies that may help you prepare for the cost of higher education.
Even the most seasoned investors have biases affecting their financial choices.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What if instead of buying that vacation home, you invested the money?
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.