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.
What if instead of buying that vacation home, you invested the money?
There are some key concepts to understand when investing for retirement.
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.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding how a stock works is key to understanding your investments.
Why have the markets been so volatile recently?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Read this overview to learn how financial advisors are compensated.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
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
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.
How do the markets usually react to elections? Was the 2016 election any different?
Understanding the cycle of investing may help you avoid easy pitfalls.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.