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.

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Investments

Investments

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

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Finding the Balance

Finding the Balance

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

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Are You Ready for Your Portfolio to Make a Difference?

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

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Impact Investing or Philanthropy

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

The Great Retirement Savings Debate: 401(k) vs. IRA

Viewing 401(k) plans and IRA plans in either/or terms might mean a missed opportunity. You can have both.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

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

Taxable vs. Tax-Deferred Savings

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Fed and How It Got That Way

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

The Cycle of Investing

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

The Real Cost of a Vacation Home

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

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?”

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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