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.

Featured Video

Jane Bond: Scaling the Ladder

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

Featured Presentation

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

When Markets React

When markets shift, experienced investors stick to their strategy.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

• Articles

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

  Pullbacks, Corrections, and Bear Markets

  Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  Four Really Good Reasons to Invest

  There are four very good reasons to start investing. Do you know what they are?

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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• Calculators

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  Saving for College

  This calculator can help you estimate how much you should be saving for college.

  What Is the Dividend Yield?

  This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

  Taxable vs. Tax-Deferred Savings

  Use this calculator to compare the future value of investments with different tax consequences.

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

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• Videos

  The Fed and How It Got That Way

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

  What Smart Investors Know

  Smart investors take the time to separate emotion from fact.

  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?”

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  The Real Cost of a Vacation Home

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

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

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