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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Getting what you want out of your money may require the right game plan.
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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Gaining a better understanding of municipal bonds makes more sense than ever.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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 helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.
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.