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?

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Buying a Home

A look at what you need to think about when buying a home.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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Investments

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.