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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.

 
 
 
The Rule of 72

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.

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Emerging Market Opportunities

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.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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