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 reflect your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.
The U.S. Credit Downgrade
On Friday, August 5, 2011, S&P lowered its credit rating for the U.S. This may help put the downgrade in perspective.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Rebalancing Your Portfolio
Over time, different investments' performance can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
TIPS for Inflation
If you are concerned about inflation – and expect short-term interest rates may increase – TIPS could be worth considering.
Estimating the Cost of College
This worksheet can help you estimate the potential costs of a four-year college program.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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What is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of a hypothetical taxable investment and a tax-deferred investment.
What is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimates the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The Cycle of Investing
Investing should be easy, just buy low and sell high. But most have trouble following that advice.
The U.S. Credit Downgrade
On Friday, August 5, 2011, S&P lowered its credit rating for the U.S. This may help put the downgrade in perspective.