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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This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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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.
An amusing and whimsical look at behavioral finance best practices for investors.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Savvy investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?