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.
Agent Jane Bond is on the case, cracking the code on bonds.
Getting what you want out of your money may require the right game plan.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Bonds may outperform stocks one year only to have stocks rebound the next.
For some, the social impact of investing is just as important as the return, perhaps more important.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.