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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are some key concepts to understand when investing for retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
For some, the social impact of investing is just as important as the return, perhaps more important.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Use this calculator to compare the future value of investments with different tax consequences.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
$1 million in a diversified portfolio could help finance part of your retirement.