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.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
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.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?