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.
Inflation and taxes are two powerful forces that should be considered before committing to any investment.
Getting what you want out of your money may require the right game plan.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Information vs. instinct. Are your choices based on evidence of emotion?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Time and market performance may subtly and slowly imbalance your portfolio.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
Savvy investors take the time to separate emotion from fact.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.