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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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Mutual Funds vs. ETFs

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Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

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Understanding how capital gains are taxed may help you refine your investment strategies.

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Read this overview to learn how financial advisors are compensated.

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A good professional provides important guidance and insight through the years.

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Taxable vs. Tax-Deferred Savings

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

How Compound Interest Works

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

What Is the Dividend Yield?

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

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

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

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

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When markets shift, experienced investors stick to their strategy.

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