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

Events on Wall Street

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

Featured Presentation

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Best Performing Asset Classes

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

• Articles

  Long-Term Investors Should Look Beyond Market Volatiliy

  Market volatility can hurt your confidence, but patience, especially for long-term investors, is a virtue.

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  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.

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  All Muni Bonds Are Not Created Equal

  Gaining a better understanding of municipal bonds makes more sense than ever.

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• Calculators

  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.

  Taxable vs. Tax-Deferred Savings

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

  Contributing to an IRA?

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

  How Compound Interest Works

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

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• Presentations

  5 Smart Investing Strategies

  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.

  Keys to Investing for Retirement

  There are some key concepts to understand when investing for retirement

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• Videos

  Investments

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

  Should You Invest in Exchange Traded Funds?

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

  The Business Cycle

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

  Events on Wall Street

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

  What Smart Investors Know

  Smart investors take the time to separate emotion from fact.

  Can Election Results Predict the Market?

  How do the markets usually react to elections? Was the 2016 election any different?

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