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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
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.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
College Savings
See how much you may need to save now to cover future college costs for your child.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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