Investing can be incredibly complicated, with hundreds of thousands of investment choices that can be combined in nearly infinite variations. The sheer number of options available--and the high stakes ...

Financial plans can be overwhelming to conceptualize, create, and cultivate. So to help make sense of them, most people turn to goal-setting principles or easy rules of thumb. But these frameworks can ...

Some financial advisors can be rather critical when it comes to financial planning rules of thumb, or heuristics that provide general guidance to households about how to invest, save or potentially ...

In this article I cover a classic strategy that combines three fundamental factors into a score used to identify promising value stocks. The AAII Fundamental Rule of Thumb screen combines the ...

Rules of thumb are common in financial literature. Who can disagree with “buy low, sell high” or “decrease your risk exposure by diversifying your portfolio”? Author and retirement planner Dana ...

Deciding how to prepare for retirement can be pretty complicated, so it's tempting to follow some basic rules of thumb that you've probably heard lots of times. Unfortunately, listening to these ...

Making good decisions is not easy, and making the best possible (“optimal”) decisions is even harder. Instead, humans often use shortcuts and rules of thumb. From firm managers and policymakers to ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Traditional rules of thumb can offer some guidance. For example, the 4% ...