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.
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This helpful infographic will define bull and bear markets, as well as give a historical overview.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Net Unrealized Appreciation and how it affects tax responsibilities.
A few strategies that may help you prepare for the cost of higher education.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
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This questionnaire will help determine your tolerance for investment risk.
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Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
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.
An amusing and whimsical look at behavioral finance best practices for investors.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?