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.
You’ve made investments your whole life. Work with us to help make the most of them.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Even the most seasoned investors have biases affecting their financial choices.
Information vs. instinct. Are your choices based on evidence of emotion?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
An amusing and whimsical look at behavioral finance best practices for investors.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Savvy investors take the time to separate emotion from fact.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.