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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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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.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
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.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.