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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
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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.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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 Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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