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.
Have A Question About This Topic?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are four very good reasons to start investing. Do you know what they are?
Time and market performance may subtly and slowly imbalance your portfolio.
Understanding the economy's cycles can help put current business conditions in better perspective.
Even the most seasoned investors have biases affecting their financial choices.
Net Unrealized Appreciation and how it affects tax responsibilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
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
Learn about the difference between bulls and bears—markets, that is!
Savvy investors take the time to separate emotion from fact.
What are your options for investing in emerging markets?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
$1 million in a diversified portfolio could help finance part of your retirement.
You’ve made investments your whole life. Work with us to help make the most of them.