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 sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Getting what you want out of your money may require the right game plan.
Have A Question About This Topic?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Without your knowing, your investment portfolio could be off-kilter.
For some, the social impact of investing is just as important as the return, perhaps more important.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
An amusing and whimsical look at behavioral finance best practices for investors.
You’ve made investments your whole life. Work with us to help make the most of them.