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.
You’ve made investments your whole life. Work with us to help make the most of them.
Getting what you want out of your money may require the right game plan.
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Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
It's important to understand how inflation is reported and how it can affect investments.
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If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
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.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How do the markets usually react to elections? Was the 2016 election any different?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.