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.
Here is a quick history of the Federal Reserve and an overview of what it does.
Getting what you want out of your money may require the right game plan.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Earnings season can move markets. What is it and why is it important?
Without your knowing, your investment portfolio could be off-kilter.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
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.
An amusing and whimsical look at behavioral finance best practices for investors.
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?