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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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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?”
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Emerging Market Opportunities
What are your options for investing in emerging markets?
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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.
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