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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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.
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.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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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.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.