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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The Cycle of Investing

The Cycle of Investing

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

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Jane Bond: Infiltrating the Market

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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