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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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

A Primer on Dividends

A Primer on Dividends

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

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Buying a Home

A look at what you need to think about when buying a home.

A Primer on Dividends

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

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Inflation and Your Portfolio

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

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.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Markets React

When markets shift, experienced investors stick to their strategy.

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