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: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Featured Presentation

5 Smart Investing Principles

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

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?”

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.

The Fed and How It Got That Way

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

• Articles

  Estimating the Cost of College

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

  Types of Stock Market Analysis

  Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

  Required Reading: The Economic Report of the President

  The Economic Report of the President can help identify the forces driving — or dragging — the economy.

  The Great Debate Continues: Active vs. Passive

  In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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• Calculators

  Taxable vs. Tax-Deferred Savings

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

  What Is My Risk Tolerance?

  This questionnaire will help determine your tolerance for investment risk.

  What Is the Dividend Yield?

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

  Contributing to an IRA?

  Determine if you are eligible to contribute to a traditional or Roth IRA.

  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.

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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

  Should You Invest in Exchange Traded Funds?

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

  When Markets React

  When markets shift, experienced investors stick to their strategy.

  Bursting the Bubble

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

  Investments

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

  The Cycle of Investing

  Understanding the cycle of investing may help you avoid easy pitfalls.

  Jane Bond: Scaling the Ladder

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

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