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.

Featured Video

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

• Articles

  How the Federal Reserve Works

  Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  A Decision Not Made Is Still a Decision

  Investors who put off important investment decisions may face potential consequence to their future financial security.

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

  How Financial Professionals Are Compensated

  Read this overview to learn how financial advisors are compensated.

  The Ivory Tower Changes Wall Street

  Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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• Calculators

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  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.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

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• Videos

  Jane Bond: Scaling the Ladder

  Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

  Can Election Results Predict the Market?

  How do the markets usually react to elections? Was the 2016 election any different?

  From Boats to Brokers

  From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

  Events on Wall Street

  Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

  Inflation and Your Portfolio

  Even low inflation rates can pose a threat to investment returns.

  Are Alternative Investments Right for You?

  With alternative investments, it’s critical to sort through the complexity.

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