There is more to a great portfolio than picking good investments. Here are five steps to designing a portfolio for your goals.
Find out if ETFs appeal to you in this tutorial on ETF suitability. We will cover costs, trading, and tax efficiency.
Finding the best asset mix is crucial to meeting your goals. But before you begin selecting investments, do some background work.
Your investment strategy should be aligned to your investment goals. Learn the big issues to tackle when crafting your strategy.
Long-term investing is a potentially lucrative strategy that requires several considerations, discussed here.
Diversification is the great buzzword of investing; it is a strategy that helps reduce risk. Let's look at it in more detail.
Learn how time affects the way you divide your investment portfolio. Time horizon relates to the volatility and risks of investing.
Learn how automatic savings and investment plans build wealth over time and which investments can be suitable for these plans.
Once you've decided what your financial goals are, you can attach time-frames to those goals and begin saving to meet them.
Choose savings and checking accounts carefully and maximize savings and convenience. This tutorial also covers some topics for teens.
Social Security and Medicare are vital parts of retirement. To get the most out of them, you must understand how they work.
Dividend reinvestment plans give investors the option of reinvesting their dividends in additional shares of stock.
Learn how to grow your money by using averaging. You will discover how to buy shares at regular intervals to reduce investment risk.
A core holding is just what it sounds like: the central part of your portfolio. The core requires investments that will be reliable.
Overlap can drag a portfolio down. Plus, one investment might do the job just as well. Here are some suggestions for avoiding overlap.
What types of investments will make the most of the tax advantages that employer-sponsored retirement plans and IRAs have to offer?
Here are some options for how to invest for short-term goals, along with the pros and cons of each.
Some investments are considered more appropriate for intermediate-term goals than others. Here are several to consider.
When should you NOT sell? In the heat of the moment; that's when. Keep your cool and make sure you're doing it for good reasons.
You may need to sell some of your winning investments to keep your portfolio balanced. We will explain the logic of that in this course.
You can protect your portfolio from the ravages of inflation in many ways; three of those ways are touched upon here.
Can the market be beaten? Market timers think so. Determine for yourself whether this strategy is one you would like to try.
One strategy investors use is to look for investments that are currently undervalued. This is called value investing.
If you are looking to generate regular payments from your investments, then you will want to know how to invest for income.
Yes, you can cut your taxes once you're retired. But the trick is to know how, preferably while you're still working.
You can't just craft any old savings plan for retirement. You have some things to account for, such as time, volatility, and taxes.
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