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.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.