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.
Have A Question About This Topic?
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Bonds may outperform stocks one year only to have stocks rebound the next.
Time and market performance may subtly and slowly imbalance your portfolio.
Things you and clients can do to manage market stress
Without your knowing, your investment portfolio could be off-kilter.
Learn more about women taking control of their finances with this infographic.
Use this calculator to compare the future value of investments with different tax consequences.
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.
An amusing and whimsical look at behavioral finance best practices for investors.
When markets shift, experienced investors stick to their strategy.
Savvy investors take the time to separate emotion from fact.
Learn about the difference between bulls and bears—markets, that is!
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?