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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding how capital gains are taxed may help you refine your investment strategies.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This worksheet can help you estimate the costs of a four-year college program.
Earnings season can move markets. What is it and why is it important?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
There are some smart strategies that may help you pursue your investment objectives
You’ve made investments your whole life. Work with us to help make the most of them.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?
Understanding the cycle of investing may help you avoid easy pitfalls.