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.
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.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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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.
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?”
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Business Cycle
How will you weather the ups and downs of the business cycle?
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