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.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.