Investment
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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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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.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Business Cycle
How will you weather the ups and downs of the business cycle?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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