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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Getting what you want out of your money may require the right game plan.
You’ve made investments your whole life. Work with us to help make the most of them.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Bonds may outperform stocks one year only to have stocks rebound the next.
Read this overview to learn how financial advisors are compensated.
Gaining a better understanding of municipal bonds makes more sense than ever.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
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 better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.
Agent Jane Bond is on the case, cracking the code on bonds.