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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
When Markets React
When markets shift, experienced investors stick to their strategy.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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