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 Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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