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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding the economy's cycles can help put current business conditions in better perspective.
Understanding how a stock works is key to understanding your investments.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.
Here is a quick history of the Federal Reserve and an overview of what it does.
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”