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.
How do the markets usually react to elections? Was the 2016 election any different?
Getting what you want out of your money may require the right game plan.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding how capital gains are taxed may help you refine your investment strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This worksheet can help you estimate the costs of a four-year college program.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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
Investors seeking world investments can choose between global and international funds. What's the difference?
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.