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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Getting what you want out of your money may require the right game plan.
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There are four very good reasons to start investing. Do you know what they are?
Learn about the rise of Impact Investing and how it may benefit you.
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.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding how a stock works is key to understanding your investments.
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.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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
What are your options for investing in emerging markets?
An amusing and whimsical look at behavioral finance best practices for investors.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.