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

Bursting the Bubble

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Are You Ready for Your Portfolio to Make a Difference?

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

Bull and Bear Go To Market

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

• Articles

  Buying a Home

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

  Value vs. Growth Investing

  Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

  The Threat of Identity Theft

  An article informing readers about the threats of Identity Theft.

  How Stocks Work

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

  The Utility of Sector Investing

  Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

  Alternative Investments - Going Mainstream

  Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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• Calculators

  Monthly Budget

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

  College Savings

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

  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.

  Taxable vs. Tax-Deferred Savings

  Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

  Comparing Investments

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

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• Videos

  Bursting the Bubble

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

  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.

  Emerging Market Opportunities

  What are your options for investing in emerging markets?

  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?”

  Investments

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

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