Investment & Financial Planning
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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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Investors who put off important investment decisions may face potential consequence to their future financial security.
For some, the social impact of investing is just as important as the return, perhaps more important.
A look at how variable rates of return impact investors over time.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
Savvy investors take the time to separate emotion from fact.
An amusing and whimsical look at behavioral finance best practices for investors.
Agent Jane Bond is on the case, cracking the code on bonds.