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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Investments

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

Jane Bond: Scaling the Ladder

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

The Pros and Cons of an NUA Strategy

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

• Articles

  Diversification, Patience, and Consistency

  Three important factors when it comes to your financial life.

  Earnings for All Seasons

  Earnings season can move markets. What is it and why is it important?

  A Look at Diversification

  Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

  Value vs. Growth Investing

  Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

  The Sequence of Returns

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

  Getting a Head Start on College Savings

  A few strategies that may help you prepare for the cost of higher education.

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• Calculators

  Wedding Budget Calculator

  Estimate total wedding costs and see how different choices affect your overall budget.

  What Is My Net Worth?

  Get a snapshot of your overall financial picture by calculating your total net worth.

  Comparing Investments

  Compare two different scenarios side by side to see how they stack up over time.

  How Long Will Your Money Last?

  See how long a lump sum of savings could last based on your withdrawal rate and return.

  Student Loan Refinance Calculator

  Compare your current student loan terms to a potential refinance to see if it makes sense.

  College Savings

  See how much you may need to save now to cover future college costs for your child.

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• Videos

  Jane Bond: Infiltrating the Market

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

  Are Alternative Investments Right for You?

  With alternative investments, it’s critical to sort through the complexity.

  The Fed and How It Got That Way

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

  What Can a Million Dollars Buy You?

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

  The Junk Drawer Approach to Investing

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

  Behavioral Finance

  An amusing and whimsical look at behavioral finance best practices for investors.

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