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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are some key concepts to understand when investing for retirement.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
For some, the social impact of investing is just as important as the return, perhaps more important.
Earnings season can move markets. What is it and why is it important?
It's important to understand how inflation is reported and how it can affect investments.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Use this calculator to compare the future value of investments with different tax consequences.
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.
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.
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.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.