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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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?”
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Investments
You’ve made investments your whole life. Work with us to help make the most of them.