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.
Getting what you want out of your money may require the right game plan.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
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.
There are hundreds of ETFs available. Should you invest in them?