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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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?”

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Pros and Cons of an NUA Strategy

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

Four Really Good Reasons to Invest

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

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Should You Invest in Exchange Traded Funds?

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

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Jane Bond: Scaling the Ladder

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

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.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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