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: Scaling the Ladder

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

Are Alternative Investments Right for You?

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

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Should You Invest in Exchange Traded Funds?

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

• Articles

  You Would Rather Be...

  Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

  The Investment Risk No One’s Ever Heard Of

  You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

  Impact Investing or Philanthropy

  This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

  Inflation and the Real Rate of Return

  Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

  Don’t Be Your Own Worst Enemy

  Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

  Are You Ready for Your Portfolio to Make a Difference?

  Learn about the rise of Impact Investing and how it may benefit you.

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• Calculators

  Comparing Investments

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

  How Compound Interest Works

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

  College Savings

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

  What Is My Net Worth?

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

  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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• Videos

  Finding the Balance

  The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

  Bridging the Confidence Gap

  In the world of finance, the effects of the "confidence gap" can be especially apparent.

  Investments

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

  Bull and Bear Go To Market

  Learn about the difference between bulls and bears—markets, that is!

  Global and International Funds

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

  The Cycle of Investing

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

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