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.
Learn about the difference between bulls and bears—markets, that is!
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A good professional provides important guidance and insight through the years.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Net Unrealized Appreciation and how it affects tax responsibilities.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Time and market performance may subtly and slowly imbalance your portfolio.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
You’ve made investments your whole life. Work with us to help make the most of them.
Savvy investors take the time to separate emotion from fact.
An amusing and whimsical look at behavioral finance best practices for investors.
There are thousands of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.