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.

Featured Video

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

• Articles

  You Would Rather Be...

  Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

  Investment Challenges of the Affluent Investor

  Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

  TIPS for Inflation

  If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

  A Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  Value vs. Growth Investing

  Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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• Calculators

  Taxable vs. Tax-Deferred Savings

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

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Impact of Taxes and Inflation

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

  What Is the Dividend Yield?

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

  Contributing to an IRA?

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

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• Presentations

  5 Smart Investing Principles

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

  5 Smart Investing Strategies

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

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• Videos

  Events on Wall Street

  Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

  The Fed and How It Got That Way

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

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  Bridging the Confidence Gap

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

  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?”

  Investments

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

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