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.
Getting what you want out of your money may require the right game plan.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Without your knowing, your investment portfolio could be off-kilter.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Information vs. instinct. Are your choices based on evidence of emotion?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator can help you estimate how much you should be saving for college.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are hundreds of ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”