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.
All about how missing the best market days (or the worst!) might affect your portfolio.
Getting what you want out of your money may require the right game plan.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A few strategies that may help you prepare for the cost of higher education.
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.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”