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.

Featured Video

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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?”

• Articles

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Separating the Signal From the Noise

  A good professional provides important guidance and insight through the years.

  Are You Ready for Your Portfolio to Make a Difference?

  Learn about the rise of Impact Investing and how it may benefit you.

  Four Really Good Reasons to Invest

  There are four very good reasons to start investing. Do you know what they are?

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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• Calculators

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

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• Videos

  From Boats to Brokers

  From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  The Junk Drawer Approach to Investing

  It's easy to let investments accumulate like old receipts in a junk drawer.

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

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