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.

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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

When Markets React

When markets shift, experienced investors stick to their strategy.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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