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 Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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?"
The Business Cycle
How will you weather the ups and downs of the business cycle?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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