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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The Business Cycle

The Business Cycle

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

The Anatomy of an Index

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.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

A Taxing Story: Capital Gains and Losses

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

Rebalancing Your Portfolio

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

TIPS for Inflation

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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

All Muni Bonds Are Not Created Equal

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

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

College Savings

See how much you may need to save now to cover future college costs for your child.

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The Fed and How It Got That Way

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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 thousands of ETFs available. Should you invest in them?

Bridging the Confidence Gap

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

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