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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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