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.
Have A Question About This Topic?
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Net Unrealized Appreciation and how it affects tax responsibilities.
This worksheet can help you estimate the costs of a four-year college program.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
All about how missing the best market days (or the worst!) might affect your portfolio.
Learn about the difference between bulls and bears—markets, that is!
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?