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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You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Net Unrealized Appreciation and how it affects tax responsibilities.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Use this calculator to better see the potential impact of compound interest on an asset.
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Use this calculator to compare the future value of investments with different tax consequences.
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Learning more about gold and its history may help you decide whether it has a place in your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Learn about the difference between bulls and bears—markets, that is!
Savvy investors take the time to separate emotion from fact.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?