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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Great Retirement Savings Debate: 401(k) vs. IRA
Viewing 401(k) plans and IRA plans in either/or terms might mean a missed opportunity. You can have both.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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