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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Key Money Moments: 4 Times You Should Talk to a Pro
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.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?