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.
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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.