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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.

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What Smart Investors Know

What Smart Investors Know

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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Investments

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In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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For some, the social impact of investing is just as important as the return, perhaps more important.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator can help you estimate how much you should be saving for college.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This questionnaire will help determine your tolerance for investment risk.

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Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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Understanding the cycle of investing may help you avoid easy pitfalls.

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When markets shift, experienced investors stick to their strategy.

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How will you weather the ups and downs of the business cycle?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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