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.
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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This worksheet can help you estimate the costs of a four-year college program.
For some, the social impact of investing is just as important as the return, perhaps more important.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Understanding the economy's cycles can help put current business conditions in better perspective.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding how a stock works is key to understanding your investments.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?
When markets shift, experienced investors stick to their strategy.
Even low inflation rates can pose a threat to investment returns.