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.
What You Need to Know About Socially Responsible Investing
Grow wealth and do some good? It’s possible with a dedicated SRI strategy.
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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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?"
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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