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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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Business Cycle

The Business Cycle

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

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Inflation & Your Money

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

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Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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.

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.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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