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.
Getting what you want out of your money may require the right game plan.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
For some, the social impact of investing is just as important as the return, perhaps more important.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
All about how missing the best market days (or the worst!) might affect your portfolio.