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.
With alternative investments, it’s critical to sort through the complexity.
Getting what you want out of your money may require the right game plan.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding how a stock works is key to understanding your investments.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A few strategies that may help you prepare for the cost of higher education.
It's important to understand how inflation is reported and how it can affect investments.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.