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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Getting what you want out of your money may require the right game plan.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
This worksheet can help you estimate the costs of a four-year college program.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Gaining a better understanding of municipal bonds makes more sense than ever.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding the economy's cycles can help put current business conditions in better perspective.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Are Real Estate Investment Trusts right for your portfolio?
$1 million in a diversified portfolio could help finance part of your retirement.
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.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.