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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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