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.
With alternative investments, it’s critical to sort through the complexity.
Getting what you want out of your money may require the right game plan.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Bonds may outperform stocks one year only to have stocks rebound the next.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This worksheet can help you estimate the costs of a four-year college program.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
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.
This calculator can help you estimate how much you should be saving for college.
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
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.