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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A good professional provides important guidance and insight through the years.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
For some, the social impact of investing is just as important as the return, perhaps more important.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Three important factors when it comes to your financial life.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
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 questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn about the difference between bulls and bears—markets, that is!
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When markets shift, experienced investors stick to their strategy.
What are your options for investing in emerging markets?