Investments
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.
When Markets React
When markets shift, experienced investors stick to their strategy.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Emerging Market Opportunities
What are your options for investing in emerging markets?
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!