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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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