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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 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.

 
 
 
Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Impact of Taxes and Inflation

Estimate 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.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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 investments with different tax consequences.

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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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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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