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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
When Markets React
When markets shift, experienced investors stick to their strategy.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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