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.

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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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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.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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