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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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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 Business Cycle
How will you weather the ups and downs of the business cycle?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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