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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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For some, the social impact of investing is just as important as the return, perhaps more important.
Net Unrealized Appreciation and how it affects tax responsibilities.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Learn about the rise of Impact Investing and how it may benefit you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
It's easy to let investments accumulate like old receipts in a junk drawer.
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.
An amusing and whimsical look at behavioral finance best practices for investors.