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.

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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Threat of Identity Theft

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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