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.
You’ve made investments your whole life. Work with us to help make the most of them.
Getting what you want out of your money may require the right game plan.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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.
Bonds may outperform stocks one year only to have stocks rebound the next.
Gaining a better understanding of municipal bonds makes more sense than ever.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Earnings season can move markets. What is it and why is it important?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
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
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.