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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It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Inflation & Your Money

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It's important to understand how inflation is reported and how it can affect investments.

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This worksheet can help you estimate the costs of a four-year college program.

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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How Stocks Work

Understanding how a stock works is key to understanding your investments.

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

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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This questionnaire will help determine your tolerance for investment risk.

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.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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There are some smart strategies that may help you pursue your investment objectives

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Principles that can help create a portfolio designed to pursue investment goals.

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

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

When Markets React

When markets shift, experienced investors stick to their strategy.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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