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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Key Money Moments: 4 Times You Should Talk to a Pro
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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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