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.
Savvy investors take the time to separate emotion from fact.
Getting what you want out of your money may require the right game plan.
When Markets React
When markets shift, experienced investors stick to their strategy.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Earnings season can move markets. What is it and why is it important?
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.
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 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.
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
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
Here is a quick history of the Federal Reserve and an overview of what it does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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.