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.

Have A Question About This Topic?

Thank you! Oops!
Global and International Funds

Global and International Funds

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

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

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

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

View all articles

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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.

View all videos