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.
When markets shift, experienced investors stick to their strategy.
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Time and market performance may subtly and slowly imbalance your portfolio.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Bonds may outperform stocks one year only to have stocks rebound the next.
Information vs. instinct. Are your choices based on evidence of emotion?
Things you and clients can do to manage market stress
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Learn about the difference between bulls and bears—markets, that is!
Pundits say a lot of things about the markets. Let's see if you can keep up.
How will you weather the ups and downs of the business cycle?
An amusing and whimsical look at behavioral finance best practices for investors.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”