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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
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 and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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