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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Bull and Bear Go To Market

Bull and Bear Go To Market

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

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

The Business Cycle

The Business Cycle

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

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Mutual Funds vs. ETFs

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

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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.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Fed and How It Got That Way

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

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.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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