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.
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding how a stock works is key to understanding your investments.
Time and market performance may subtly and slowly imbalance your portfolio.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
An amusing and whimsical look at behavioral finance best practices for investors.
What are your options for investing in emerging markets?
Learn about the difference between bulls and bears—markets, that is!
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.