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 Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Have A Question About This Topic?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Buying a Home
A look at what you need to think about when buying a home.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
View all articles
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
View all calculators
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
View all videos
-
Articles
-
Calculators
-
Videos