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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Net Unrealized Appreciation and how it affects tax responsibilities.
Three important factors when it comes to your financial life.
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.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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This calculator can help you estimate how much you should be saving for college.
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This questionnaire will help determine your tolerance for investment risk.
Here is a quick history of the Federal Reserve and an overview of what it does.
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Even low inflation rates can pose a threat to investment returns.
Savvy investors take the time to separate emotion from fact.
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.