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.
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 New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding the economy's cycles can help put current business conditions in better perspective.
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.
This calculator can help you estimate how much you should be saving for college.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, cracking the code on bonds.