Articles: Investment

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Why Would Foreigners Consider Overseas Investments Especially in the U.S.?

Considerations to be mindful of for foreign investors when making investments overseas.

Opportunity Zone Funds

Defer, reduce, and zero out the capital gains tax by investing into opportunity zone projects.

How to Invest During a Volatile Market Environment

Ways to diversify your portfolio to withstand market fluctuations.

Why You Should Consider Alternative Investments Now

Diversify your portfolio, lessen volatility and potentially increase investment returns.

The Business Cycle

Understanding the economy’s cycles can help put current business conditions in better perspective.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can’t prevent against a loss.

Inflation & Your Money

It’s important to understand how inflation is reported and how it can affect investments.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Rebalancing Your Portfolio

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

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Asset Allocation

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

A Primer on Dividends

A company’s profits can be reinvested or they can be paid out to the company’s shareholders as “dividends.”

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

How Stocks Work

Understanding how a stock works is key to understanding your investments.