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.
Have A Question About This Topic?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Time and market performance may subtly and slowly imbalance your portfolio.
Net Unrealized Appreciation and how it affects tax responsibilities.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When markets shift, experienced investors stick to their strategy.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.