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.
How do the markets usually react to elections? Was the 2016 election any different?
There are some key concepts to understand when investing for retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Bonds may outperform stocks one year only to have stocks rebound the next.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This questionnaire will help determine your tolerance for investment risk.
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.
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.
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 key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
There are hundreds of ETFs available. Should you invest in them?
Even low inflation rates can pose a threat to investment returns.