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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
When Markets React
When markets shift, experienced investors stick to their strategy.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!