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.
Have A Question About This Topic?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A look at how variable rates of return impact investors over time.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
All about how missing the best market days (or the worst!) might affect your portfolio.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How will you weather the ups and downs of the business cycle?