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.
An amusing and whimsical look at behavioral finance best practices for investors.
Getting what you want out of your money may require the right game plan.
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Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Time and market performance may subtly and slowly imbalance your portfolio.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
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.
Use this calculator to compare the future value of investments with different tax consequences.
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
All about how missing the best market days (or the worst!) might affect your portfolio.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
Savvy investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.