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.

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The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

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.

College Savings

See how much you may need to save now to cover future college costs for your child.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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