Investment
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.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Buying a Home
A look at what you need to think about when buying a home.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Rule of 72
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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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?"
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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