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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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Where Is the Market Headed?

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?”

Don’t Be Your Own Worst Enemy

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

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Estimating the Cost of College

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

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Four Really Good Reasons to Invest

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

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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.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

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

Contributing to an IRA?

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

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Emerging Market Opportunities

What are your options for investing in emerging markets?

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.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Business Cycle

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

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