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.
Understanding the cycle of investing may help you avoid easy pitfalls.
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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding how capital gains are taxed may help you refine your investment strategies.
For some, the social impact of investing is just as important as the return, perhaps more important.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
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
How will you weather the ups and downs of the business cycle?
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.