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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Rollover Unused 529 Funds to a Roth IRA
The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!