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.

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Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

A Quick Guide to Socially Responsible Investing

Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

College Savings

See how much you may need to save now to cover future college costs for your child.

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.

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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.

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.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Business Cycle

How will you weather the ups and downs of the business cycle?

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