Your Goals

• ​​Ask Yourself. Evaluate how to reach your investment goals.​
• Building Wealth. Learn about portfolios for long-term wealth.
• Investing-to-Buy. Plan for big expenses, like buying a home.

Basic Methods

• ​Stocks or Bonds? Learn about balancing stocks and bonds.
• Rebalancing. Learn how to keep your portfolio on track.​​
• Fees. Get tips on limiting fees so as to maximize your gains.
• Taxes. Learn about managing taxes on your investments.
• Firms. Find high-quality, low-fee firms offering what you need.
• ​Advice. Get tips on finding a low-fee adviser or advising yourself.

Smart Portfolios

• Basic Portfolios. Get a few good funds from the best firms.
• ​How Long? Design a portfolio for near-term or long-term goals.
• Diversify! How can you best diversify your portfolio?
• Factor Investing. Learn about finding high-quality, low-risk funds.
• Finding Value. Be smart if stocks are over- or under-valued.

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Calculators

• ​​Best-Invest. Allocate to U.S. and global stocks and bonds, guided by how long your investments must last.
• Income Reserves. Estimate how to protect against loss of income from your job by creating a reserve fund.​.