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.
You’ve made investments your whole life. Work with us to help make the most of them.
Getting what you want out of your money may require the right game plan.
Have A Question About This Topic?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This worksheet can help you estimate the costs of a four-year college program.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
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, uncovering the mystery of bond laddering.
How will you weather the ups and downs of the business cycle?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
It's easy to let investments accumulate like old receipts in a junk drawer.