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?
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
There are four very good reasons to start investing. Do you know what they are?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Gaining a better understanding of municipal bonds makes more sense than ever.
Even the most seasoned investors have biases affecting their financial choices.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator can help you estimate how much you should be saving for college.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
An amusing and whimsical look at behavioral finance best practices for investors.
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.