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.
Savvy investors take the time to separate emotion from fact.
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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Time and market performance may subtly and slowly imbalance your portfolio.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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This questionnaire will help determine your tolerance for investment risk.
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An amusing and whimsical look at behavioral finance best practices for investors.
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In the world of finance, the effects of the "confidence gap" can be especially apparent.