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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Information vs. instinct. Are your choices based on evidence of emotion?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn more about women taking control of their finances with this infographic.
Read this overview to learn how financial advisors are compensated.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Learn about the difference between bulls and bears—markets, that is!
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
An amusing and whimsical look at behavioral finance best practices for investors.