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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 Business Cycle

The Business Cycle

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

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

 

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

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

Saving for College

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

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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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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.

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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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