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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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?"
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.