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.
Investors seeking world investments can choose between global and international funds. What's the difference?
Getting what you want out of your money may require the right game plan.
You’ve made investments your whole life. Work with us to help make the most of them.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
With alternative investments, it’s critical to sort through the complexity.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?