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.

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Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Fed and How It Got That Way

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

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Learn more about women taking control of their finances with this infographic.

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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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All about how missing the best market days (or the worst!) might affect your portfolio.

Investments

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

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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