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.
When markets shift, experienced investors stick to their strategy.
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding the economy's cycles can help put current business conditions in better perspective.
Bonds may outperform stocks one year only to have stocks rebound the next.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
Savvy investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
Investors seeking world investments can choose between global and international funds. What's the difference?