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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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Investing for Impact

Investing for Impact

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

Finding the Balance

Finding the Balance

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

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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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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.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Markets React

When markets shift, experienced investors stick to their strategy.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Fed and How It Got That Way

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Can a Million Dollars Buy You?

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

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