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.
For some, the social impact of investing is just as important as the return, perhaps more important.
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Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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This calculator can help you estimate how much you should be saving for college.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Savvy investors take the time to separate emotion from fact.
Investors seeking world investments can choose between global and international funds. What's the difference?
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With alternative investments, it’s critical to sort through the complexity.