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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are some key concepts to understand when investing for retirement.
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?”
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
You’ve made investments your whole life. Work with us to help make the most of them.
This worksheet can help you estimate the costs of a four-year college program.
Understanding how capital gains are taxed may help you refine your investment strategies.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Bonds may outperform stocks one year only to have stocks rebound the next.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
There are hundreds of ETFs available. Should you invest in them?