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.
When markets shift, experienced investors stick to their strategy.
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Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Time and market performance may subtly and slowly imbalance your portfolio.
Information vs. instinct. Are your choices based on evidence of emotion?
For some, the social impact of investing is just as important as the return, perhaps more important.
A few strategies that may help you prepare for the cost of higher education.
Net Unrealized Appreciation and how it affects tax responsibilities.
This questionnaire will help determine your tolerance for investment risk.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
Savvy investors take the time to separate emotion from fact.
There are thousands of ETFs available. Should you invest in them?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.