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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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?”
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
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