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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn more about women taking control of their finances with this infographic.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn about the difference between bulls and bears—markets, that is!
An amusing and whimsical look at behavioral finance best practices for investors.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
In the world of finance, the effects of the "confidence gap" can be especially apparent.