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.

Featured Video

Jane Bond: Scaling the Ladder

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

Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

• Articles

  How to Invest in LGBTQ+ Friendly Companies

  This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  Rebalancing Your Portfolio

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

  Estimating the Cost of College

  This worksheet can help you estimate the costs of a four-year college program.

  A Primer on Dividends

  A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

  Asset Allocation

  Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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• Calculators

  Impact of Taxes and Inflation

  Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

  How Compound Interest Works

  Use this calculator to better see the potential impact of compound interest on an asset.

  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.

  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.

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• Presentations

  5 Smart Investing Strategies

  There are some smart strategies that may help you pursue your investment objectives

  5 Smart Investing Principles

  Principles that can help create a portfolio designed to pursue investment goals.

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• Videos

  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.

  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.

  The Junk Drawer Approach to Investing

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

  Jane Bond: Infiltrating the Market

  Agent Jane Bond is on the case, cracking the code on bonds.

  Investments

  You’ve made investments your whole life. Work with us to help make the most of them.

  The Fed and How It Got That Way

  Here is a quick history of the Federal Reserve and an overview of what it does.

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