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.
Agent Jane Bond is on the case, cracking the code on bonds.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Understanding how capital gains are taxed may help you refine your investment strategies.
Earnings season can move markets. What is it and why is it important?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Bonds may outperform stocks one year only to have stocks rebound the next.
Without your knowing, your investment portfolio could be off-kilter.
Three important factors when it comes to your financial life.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
$1 million in a diversified portfolio could help finance part of your retirement.