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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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Buying a Home
A look at what you need to think about when buying a home.
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.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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