Making Your First Investments

Posted on April 10, 2014 | Classroom

How Do I Get Started Once I Have My Investing Plan?

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Know Thyself: How Your Needs Will Steer Your Decisions

Posted on April 4, 2014 | Classroom

There are four basic aspects that compose your personal investment profile:

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Balancing Your Return Ideals With the Realities of Risk

Posted on February 26, 2014 | Classroom

Every builder starts with a foundation. If you are new to investing, you are building an investment portfolio, and you need to start with an investment foundation. That foundation consists of the basic investment principles.

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Why Bond Prices Go Up and Down

Posted on December 28, 2013 | Classroom

Bond prices go up and down in response to two factors: changes in interest rates and changes in credit quality. Individual investors who purchase bonds tend to worry a lot about the safety of their money. Generally, however, they tie safety to credit considerations. Many individual investors do not fully understand how changes in interest rates affect price. Since the late 1970s, changes in the interest rate environment have become the greatest single determinant of bond return. Managing interest rate risk has become the most critical variable in the management of bond portfolios. In this article, we’ll see why.

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Breaking a Tie Between Funds

Posted on December 27, 2013 | Classroom

Making tax avoidance your investment focus is a formula for investment disaster. But keeping your eye on aftertax returns is simply wise investing. For example, two funds have similar compound average annual five-year before-tax returns. A five-year period is probably long enough to get a picture of how the funds have performed in different market environments, but still recent enough to be relevant.

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What You Need to Know: The Nine Essential Fund Facts

Posted on October 17, 2013 | Classroom

How to glean information from a fund’s prospectus or profile.

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What You Need to Know: The Nine Essential Fund Facts

Posted on October 15, 2013 | Classroom

How to glean information from a fund’s prospectus or profile.

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Fund Statements: What to Look For

Posted on October 13, 2013 | Classroom

Which fund reports you need to read and how to interpret them.

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Mutual Funds by Design (What Is a Mutual Fund?)

Posted on October 11, 2013 | Classroom

How funds are structured and what a fund load is.

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Making Your First Investments

Posted on October 9, 2013 | Classroom

How to get your investment program off the ground if you are starting from scratch with little savings.

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