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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.