Investment | Laurie Sall

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.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Estimating the Cost of College

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

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Inflation & Your Money

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

The Pros and Cons of an NUA Strategy

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

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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College Savings

See how much you may need to save now to cover future college costs for your child.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

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When Markets React

When markets shift, experienced investors stick to their strategy.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Business Cycle

How will you weather the ups and downs of the business cycle?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.