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.
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?"
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Buying a Home
A look at what you need to think about when buying a home.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Markets React
When markets shift, experienced investors stick to their strategy.
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