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.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Getting what you want out of your money may require the right game plan.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Read this overview to learn how financial advisors are compensated.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
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.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What if instead of buying that vacation home, you invested the money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?