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.
Savvy investors take the time to separate emotion from fact.
Getting what you want out of your money may require the right game plan.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Bonds may outperform stocks one year only to have stocks rebound the next.
Gaining a better understanding of municipal bonds makes more sense than ever.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
An amusing and whimsical look at behavioral finance best practices for investors.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It's easy to let investments accumulate like old receipts in a junk drawer.
You’ve made investments your whole life. Work with us to help make the most of them.