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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Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Even the most seasoned investors have biases affecting their financial choices.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
There are thousands of ETFs available. Should you invest in them?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Savvy investors take the time to separate emotion from fact.
Learn about the difference between bulls and bears—markets, that is!
An amusing and whimsical look at behavioral finance best practices for investors.
With alternative investments, it’s critical to sort through the complexity.