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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Getting what you want out of your money may require the right game plan.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Bonds may outperform stocks one year only to have stocks rebound the next.
This worksheet can help you estimate the costs of a four-year college program.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that vacation home, you invested the money?