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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Rule of 72
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When Markets React
When markets shift, experienced investors stick to their strategy.
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