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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Read this overview to learn how financial advisors are compensated.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
For some, the social impact of investing is just as important as the return, perhaps more important.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn about the difference between bulls and bears—markets, that is!
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.
An amusing and whimsical look at behavioral finance best practices for investors.
When markets shift, experienced investors stick to their strategy.
There are thousands of ETFs available. Should you invest in them?