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.
You’ve made investments your whole life. Work with us to help make the most of them.
Getting what you want out of your money may require the right game plan.
When Markets React
When markets shift, experienced investors stick to their strategy.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
For some, the social impact of investing is just as important as the return, perhaps more important.
A look at how variable rates of return impact investors over time.
Understanding how a stock works is key to understanding your investments.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.