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.
All about how missing the best market days (or the worst!) might affect your portfolio.
Getting what you want out of your money may require the right game plan.
Have A Question About This Topic?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This worksheet can help you estimate the costs of a four-year college program.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
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
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here is a quick history of the Federal Reserve and an overview of what it does.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.