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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Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

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

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.

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.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Cycle of Investing

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Real Cost of a Vacation Home

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

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