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

Should You Invest in Exchange Traded Funds?

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

Jane Bond: Scaling the Ladder

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

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

When Markets React

When markets shift, experienced investors stick to their strategy.

• Articles

  Do Our Biases Affect Our Financial Choices?

  Even the most seasoned investors have biases affecting their financial choices.

  Emotional vs. Strategic Decisions

  Information vs. instinct. Are your choices based on evidence of emotion?

  Buying a Home

  A look at what you need to think about when buying a home.

  How Will the Economy React to AI?

  What do concerns or uncertainty about AI mean for your future and your financial strategy?

  A Taxing Story: Capital Gains and Losses

  Understanding how capital gains are taxed may help you refine your investment strategies.

  Global vs. International: What’s the Difference?

  International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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• Calculators

  Monthly Budget

  Track your monthly income and expenses to get a clearer view of your cash flow.

  What Is the Dividend Yield?

  Calculate the dividend yield of a holding and see what that means for income over time.

  Student Loan Payoff Calculator: Extra Payments Can Save You

  See how extra payments toward your student loans could shorten your payoff timeline.

  How Compound Interest Works

  Explore how compound interest can grow your money over time with this interactive tool.

  Bi-Weekly Mortgage Payments

  See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

  Wedding Budget Calculator

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

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• Videos

  Investments

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

  The Real Cost of a Vacation Home

  What if instead of buying that vacation home, you invested the money?

  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.

  What Smart Investors Know

  Savvy investors take the time to separate emotion from fact.

  Global and International Funds

  Investors seeking world investments can choose between global and international funds. What's the difference?

  Jane Bond: Infiltrating the Market

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

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