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.
When markets shift, experienced investors stick to their strategy.
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The Economic Report of the President can help identify the forces driving — or dragging — the economy.
For some, the social impact of investing is just as important as the return, perhaps more important.
It's important to understand how inflation is reported and how it can affect investments.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
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
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.