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.
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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
You’ve made investments your whole life. Work with us to help make the most of them.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn about the rise of Impact Investing and how it may benefit you.
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.
Use this calculator to compare the future value of investments with different tax consequences.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.