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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The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The world's economies and stock markets were rocked by the spread of COVID-19 in the first quarter of 2020. Investors' fears prompted a major sell-off in February and March, plunging stocks well below their 2019 closing marks. But the passage of the CARES Act at the end of the month helped ease investors' concerns enough to move back to stocks. Learn more here.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are four very good reasons to start investing. Do you know what they are?
With more than 50 529 education savings plans available, choosing one should be done with careful consideration.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
You’ve made investments your whole life. Work with us to help make the most of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?