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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Getting what you want out of your money may require the right game plan.
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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
You’ve made investments your whole life. Work with us to help make the most of them.
Earnings season can move markets. What is it and why is it important?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help you estimate how much you should be saving for college.
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.
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.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
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.
How do the markets usually react to elections? Was the 2016 election any different?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?
Here is a quick history of the Federal Reserve and an overview of what it does.
Even low inflation rates can pose a threat to investment returns.