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, discovering how bonds diversify a portfolio.
Getting what you want out of your money may require the right game plan.
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A few strategies that may help you prepare for the cost of higher education.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This questionnaire will help determine your tolerance for investment risk.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When markets shift, experienced investors stick to their strategy.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.