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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!

How Stocks Work
Understanding how a stock works is key to understanding your investments.

Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Emerging Market Opportunities
What are your options for investing in emerging markets?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Business Cycle
How will you weather the ups and downs of the business cycle?