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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.