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.
Have A Question About This Topic?
Time and market performance may subtly and slowly imbalance your portfolio.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When the market experiences volatility, it may be a good time to review these common terms.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are thousands of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
When markets shift, experienced investors stick to their strategy.
What are your options for investing in emerging markets?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
With alternative investments, it’s critical to sort through the complexity.