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.
Understanding the cycle of investing may help you avoid easy pitfalls.
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Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Three important factors when it comes to your financial life.
Net Unrealized Appreciation and how it affects tax responsibilities.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn more about women taking control of their finances with this infographic.
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 calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn about the difference between bulls and bears—markets, that is!
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Savvy investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.