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.
All about how missing the best market days (or the worst!) might affect your portfolio.
Getting what you want out of your money may require the right game plan.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Read this overview to learn how financial advisors are compensated.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn more about women taking control of their finances with this infographic.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Without your knowing, your investment portfolio could be off-kilter.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
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.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
An amusing and whimsical look at behavioral finance best practices for investors.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.