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.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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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?"
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Key Money Moments: 4 Times You Should Talk to a Pro
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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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