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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Getting what you want out of your money may require the right game plan.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
For some, the social impact of investing is just as important as the return, perhaps more important.
Bonds may outperform stocks one year only to have stocks rebound the next.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.