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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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

How Stocks Work

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

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

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Taxable vs. Tax-Deferred Savings

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

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.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

How Compound Interest Works

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

Comparing Investments

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

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Investments

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Finding the Balance

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Should I Invest in Gold?

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

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