The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.