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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The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Investments

Investments

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

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Your Year-End Financial Planning Checklist for 2023

Bring these talking points to your annual meeting with your financial advisor to cover everything you want to discuss.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Your Guide to Year-End Financial Planning for 2022

This useful checklist provides questions to ask your financial advisor in order to have the most productive conversation as..

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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.

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.

Impact of Taxes and Inflation

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

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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.

Jane Bond: Infiltrating the Market

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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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