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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Time and market performance may subtly and slowly imbalance your portfolio.
This worksheet can help you estimate the costs of a four-year college program.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Information vs. instinct. Are your choices based on evidence of emotion?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about the difference between bulls and bears—markets, that is!
In the world of finance, the effects of the "confidence gap" can be especially apparent.