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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
What Smart Investors Know
Savvy 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 consequences to their future financial security.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.