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.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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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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.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Business Cycle
How will you weather the ups and downs of the business cycle?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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.
When Markets React
When markets shift, experienced investors stick to their strategy.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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