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
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.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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