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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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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?”
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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?
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