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.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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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.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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