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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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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.

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How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

College Savings

See how much you may need to save now to cover future college costs for your child.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

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Finding the Balance

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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 Business Cycle

How will you weather the ups and downs of the business cycle?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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