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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Bonds may outperform stocks one year only to have stocks rebound the next.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
An amusing and whimsical look at behavioral finance best practices for investors.
There are thousands of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.