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.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Getting what you want out of your money may require the right game plan.
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If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This worksheet can help you estimate the costs of a four-year college program.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
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
All about how missing the best market days (or the worst!) might affect your portfolio.
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.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?