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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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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

Buying a Home

Buying a Home

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

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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

Required Reading: The Economic Report of the President

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

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An article informing readers about the threats of Identity Theft.

Your Shifting Risk Tolerance

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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Bi-Weekly Mortgage Payments

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

Debt-to-Income Ratio Calculator

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

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.

Wedding Budget Calculator

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

How Can I Save a Million Dollars?

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

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Junk Drawer Approach to Investing

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

16 Wall Street Cliches in 60 Seconds

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Global and International Funds

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

Inflation and Your Portfolio

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

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