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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Bridging the Confidence Gap

Bridging the Confidence Gap

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

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

A Primer on Dividends

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

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Monthly Budget

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

Student Loan Refinance Calculator

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

Student Loan Payoff Calculator: Extra Payments Can Save You

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

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Debt vs. Investment

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

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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?”

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Fed and How It Got That Way

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Can a Million Dollars Buy You?

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

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