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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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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.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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?"
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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