Investment
Investment
Stocks, bonds, markets, and how money grows. The mechanics, explained without the mystery.
A Look at Diversification
Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different ves
Read article → InvestmentDon’t Be Your Own Worst Enemy
One of the most well-known investors of the 20th Century, Benjamin Graham, said that "the investor's chief problem, and even his worst enemy̵
Read article → InvestmentGetting a Head Start on College Savings
One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the m
Read article → InvestmentHow Financial Professionals Are Compensated
The fees that investors pay to financial professionals for their advice and services come in two basic forms: transaction fees and ongoing fees. While
Read article → InvestmentMake Your Mark Through Sustainable Investing
As you approach retirement, you may find yourself thinking about the legacy you want to leave behind. For many, this isn't just about passing wealth o
Read article → InvestmentPullbacks, Corrections, and Bear Markets
When the market drops, some investors lose the perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower
Read article → InvestmentRequired Reading: The Economic Report of the President
Every year, the White House releases a report spanning several hundred pages titled “Economic Report of the President.” If you haven’
Read article → InvestmentTIPS for Inflation
In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over
Read article → InvestmentThe Great Retirement Savings Debate: 401(k) vs. IRA
Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is
Read article → InvestmentThe Utility of Sector Investing
There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see s
Read article → InvestmentTypes of Stock Market Analysis
There is no shortage of analysis for anyone interested in investing. A search for the term "stock market analysis" will bring up millions of results o
Read article → InvestmentUnderstanding ETFs: Building Blocks of Modern Investing
Are you looking to expand your investment knowledge? Exchange-Traded Funds (ETFs) have revolutionized how people invest, offering simplicity, flexibil
Read article → InvestmentYour Shifting Risk Tolerance
When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk.
Read article → Video16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Watch → VideoAre Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Watch → VideoBehavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Watch → CalculatorBi-Weekly Mortgage Payments
Bi-Weekly Mortgage Payments
Open calculator → VideoBull and Bear Go To Market
Learn about the difference between bulls and bears, markets, that is!
Watch → VideoBursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Watch → CalculatorComparing Investments
Comparing Investments
Open calculator → CalculatorDebt vs. Investment
Debt vs. Investment
Open calculator → CalculatorDebt-to-Income Ratio Calculator
Debt-to-Income Ratio Calculator
Open calculator → VideoEmerging Market Opportunities
What are your options for investing in emerging markets?
Watch → VideoFinding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Watch → CalculatorHow Can I Save a Million Dollars?
How Can I Save a Million Dollars?
Open calculator → CalculatorHow Compound Interest Works
How Compound Interest Works
Open calculator → VideoInflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Watch → VideoInvestments
You’ve made investments your whole life. Work with us to help make the most of them.
Watch → CalculatorMonthly Budget
Monthly Budget
Open calculator → CalculatorStudent Loan Payoff Calculator: Extra Payments Can Save You Money
Student Loan Payoff Calculator: Extra Payments Can Save You Money
Open calculator → CalculatorStudent Loan Refinance Calculator
Student Loan Refinance Calculator
Open calculator → CalculatorTaxable vs. Tax-Deferred Savings
Taxable vs. Tax-Deferred Savings
Open calculator → VideoThe Business Cycle
How will you weather the ups and downs of the business cycle?
Watch → VideoThe Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Watch → CalculatorWedding Budget Calculator
Wedding Budget Calculator
Open calculator → CalculatorWhat Is the Dividend Yield?
What Is the Dividend Yield?
Open calculator → VideoWhat Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Watch → VideoWhen Markets React
When markets shift, experienced investors stick to their strategy.
Watch → VideoWhere 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?"
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