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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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?”
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.