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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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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.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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