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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Why have the markets been so volatile recently?
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.
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.
Read this overview to learn how financial advisors are compensated.
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.
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 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.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
All about how missing the best market days (or the worst!) might affect your portfolio.