Investment
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.
The Rule of 72
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.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Rule of 72
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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?