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.

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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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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.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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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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The Business Cycle

How will you weather the ups and downs of the business cycle?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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