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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

Savvy investors take the time to separate emotion from fact.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

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Taxable vs. Tax-Deferred Savings

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

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

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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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.

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