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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have A Question About This Topic?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Gaining a better understanding of municipal bonds makes more sense than ever.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What if instead of buying that vacation home, you invested the money?
There are thousands of ETFs available. Should you invest in them?
Learn about the difference between bulls and bears—markets, that is!