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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Information vs. instinct. Are your choices based on evidence of emotion?
Learn more about women taking control of their finances with this infographic.
Three important factors when it comes to your financial life.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Gaining a better understanding of municipal bonds makes more sense than ever.
Even the most seasoned investors have biases affecting their financial choices.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
You’ve made investments your whole life. Work with us to help make the most of them.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn about the difference between bulls and bears—markets, that is!
With alternative investments, it’s critical to sort through the complexity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.