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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
You’ve made investments your whole life. Work with us to help make the most of them.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This worksheet can help you estimate the costs of a four-year college program.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?