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.
What if instead of buying that vacation home, you invested the money?
Getting what you want out of your money may require the right game plan.
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Why have the markets been so volatile recently?
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.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.