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.
It's easy to let investments accumulate like old receipts in a junk drawer.
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Information vs. instinct. Are your choices based on evidence of emotion?
Three important factors when it comes to your financial life.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Net Unrealized Appreciation and how it affects tax responsibilities.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Agent Jane Bond is on the case, cracking the code on bonds.
When markets shift, experienced investors stick to their strategy.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
$1 million in a diversified portfolio could help finance part of your retirement.
There are thousands of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.