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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Even the most seasoned investors have biases affecting their financial choices.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Net Unrealized Appreciation and how it affects tax responsibilities.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Understanding the cycle of investing may help you avoid easy pitfalls.
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It's easy to let investments accumulate like old receipts in a junk drawer.
When markets shift, experienced investors stick to their strategy.
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Agent Jane Bond is on the case, cracking the code on bonds.