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

The Fed and How It Got That Way

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

Global and International Funds

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

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

• Articles

  The Threat of Identity Theft

  An article informing readers about the threats of Identity Theft.

  The Pros and Cons of an NUA Strategy

  Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

  Don’t Be Your Own Worst Enemy

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

  The Utility of Sector Investing

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

  The Business Cycle

  Understanding the economy's cycles can help put current business conditions in better perspective.

  A Look at Diversification

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

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• Calculators

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

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• Videos

  Finding the Balance

  The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  The Business Cycle

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

  What Can a Million Dollars Buy You?

  $1 million in a diversified portfolio could help finance part of your retirement.

  Inflation and Your Portfolio

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

  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?"

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