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.
Understanding your risk tolerance is a critial first step in the money management process.
Getting what you want out of your money may require the right game plan.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding how capital gains are taxed may help you refine your investment strategies.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Why have the markets been so volatile recently?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.
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.