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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Behavioral Finance

Behavioral Finance

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

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

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

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Business Cycle

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

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