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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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

The Fed and How It Got That Way

The Fed and How It Got That Way

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

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

When Markets React

When markets shift, experienced investors stick to their strategy.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Real Cost of a Vacation Home

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

The Fed and How It Got That Way

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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