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.
An amusing and whimsical look at behavioral finance best practices for investors.
Getting what you want out of your money may require the right game plan.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
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.
When markets shift, experienced investors stick to their strategy.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.