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.
Have A Question About This Topic?
Read this overview to learn how financial advisors are compensated.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Time and market performance may subtly and slowly imbalance your portfolio.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What if instead of buying that vacation home, you invested the money?
What are your options for investing in emerging markets?
When markets shift, experienced investors stick to their strategy.
Savvy investors take the time to separate emotion from fact.
In the world of finance, the effects of the "confidence gap" can be especially apparent.