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.
An amusing and whimsical look at behavioral finance best practices for investors.
Getting what you want out of your money may require the right game plan.
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This worksheet can help you estimate the costs of a four-year college program.
Information vs. instinct. Are your choices based on evidence of emotion?
Gaining a better understanding of municipal bonds makes more sense than ever.
Earnings season can move markets. What is it and why is it important?
Net Unrealized Appreciation and how it affects tax responsibilities.
When the market experiences volatility, it may be a good time to review these common terms.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.