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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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