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 Cycle of Investing

The Cycle of Investing

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

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Investments

Investments

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

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Sequence of Returns

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

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Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How Compound Interest Works

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

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Bull and Bear Go To Market

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Bursting the Bubble

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

Are Alternative Investments Right for You?

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

Should You Invest in Exchange Traded Funds?

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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