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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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