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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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 My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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When Markets React
When markets shift, experienced investors stick to their strategy.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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