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.
All about how missing the best market days (or the worst!) might affect your portfolio.
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This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Even the most seasoned investors have biases affecting their financial choices.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Without your knowing, your investment portfolio could be off-kilter.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
How will you weather the ups and downs of the business cycle?
When markets shift, experienced investors stick to their strategy.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.
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.