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.
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.
Getting what you want out of your money may require the right game plan.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
You’ve made investments your whole life. Work with us to help make the most of them.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A few strategies that may help you prepare for the cost of higher education.
This worksheet can help you estimate the costs of a four-year college program.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding how capital gains are taxed may help you refine your investment strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, cracking the code on bonds.