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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Personalize Your Wealth Strategy with Diverse Investments
Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
When Markets React
When markets shift, experienced investors stick to their strategy.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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